Chris Morgan, CFA, CFP®

Vice President, Senior Portfolio Manager

Chris Morgan co-manages MTC portfolios in Florida and Iowa. Chris brings 12 years of financial market experience to MTC, and has earned the prestigious Chartered Financial Analyst®, CFA®, designation in 2016, along with the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 2020. He has also earned his Series 7, 63, 65, 66, 86 and 87 licenses from FINRA.