Michael Anthony Morgia

Analyst-Equity chez HighTower Advisors LLC

Profil

Mr. Michael A.
Morgia is a Managing Director & Partner at HighTower Advisors LLC.
He serves as the lead equity portfolio manager for Morgia Wealth Management.
At HighTower, he developed and continues to refine and improve the methodology for analyzing and evaluating equities based on Morgia Wealth Management founder Morgia’s investment philosophies.
He has also developed the algorithms and software programs used for Morgia Wealth Management’s quantitative investment strategies.
For more than twenty-five years, his dedicated, holistic approach to analyzing clients’ needs and developing detailed financial plans has helped Morgia Wealth Management’s clients to build and preserve wealth over the long term.
In addition to his research and analytics knowledge, Mr. Morgia maintains a hands-on role with many of the firm’s larger clients and longstanding relationships.
He believes it is imperative that the principle strategies and investments that are recommended to clients are the very same one’s that the team uses for their own portfolios.
He was employed as a Principal by Smith Barney Asset Management.
Mr. Morgia graduated from LeMoyne College with a Bachelor’s degree in Business & Finance.
He also earned the designation of Certified Investment Management Analyst from the Wharton School of Business at the University of Pennsylvania and holds Series 7, 63 & 65 licenses.

Postes actifs de Michael Anthony Morgia

Sociétés	Poste	Début
HighTower Advisors LLC	Analyst-Equity	01/11/2010

Anciens postes connus de Michael Anthony Morgia

Sociétés	Poste	Fin
Smith Barney Asset Management	Corporate Officer/Principal	-

Formation de Michael Anthony Morgia

LeMoyne-Owen College

Undergraduate Degree