Profil
Mr. Robert L.
Morgan is Chief Investment Strategist at Fulcrum Securities LLC.
Prior to joining Fulcrum Securities on March 22, 2010, Mr. Morgan was the President of Dearden, Maguire, Weaver, and Barrett, an investment firm located in West Conshohocken, Pennsylvania.
Before that, he held the position of Investment Strategist for Janney Montgomery Scott LLC and was the Chief Investment Officer at Fulton Financial Advisors, Corp.
from 1999 to 2003.
Mr. Morgan got his start in the investment business in 1989 with Fifth Third Bank in Cincinnati, Ohio.
He received his BS degree in Mathematics as well as his MBA degree in Finance from Vanderbilt University.
He is also a CFA charterholder.
Anciens postes connus de Robert L. Morgan
| Sociétés | Poste | Fin |
|---|---|---|
Fulcrum Securities LLC
 Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Stratège de marché | 01/03/2014 |
Dearden, Maguire, Weaver & Barrett LLC
 Dearden, Maguire, Weaver & Barrett LLC Investment ManagersFinance Founded in 1969, Dearden, Maguire, Weaver & Barrett, Inc. (DMWB) is a registered investment advisor firm located in West Conshohocken, Pennsylvania with an additional office in Haddonfield, New Jersey. The firm is a subsidiary of Fulton Financial Corporation (NASDAQ: FULT). | President | 28/02/2010 |
Fulton Financial Advisors, NA
 Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisors, NA (FFA) is an investment advisor headquartered in Lancaster, Pennsylvania and was founded in 2000. FFA is a subsidiary of Fulton Bank, NA, which in turn is a subsidiary of Fulton Financial Corp. (NASDAQ: FULT). The firm offers an array of financial products and trust and retirement services. | Directeur en chef des Investissements | 31/12/2003 |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Corporate Officer/Principal | - |
Formation de Robert L. Morgan
| Vanderbilt University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fulton Financial Advisors, NA
Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisors, NA (FFA) is an investment advisor headquartered in Lancaster, Pennsylvania and was founded in 2000. FFA is a subsidiary of Fulton Bank, NA, which in turn is a subsidiary of Fulton Financial Corp. (NASDAQ: FULT). The firm offers an array of financial products and trust and retirement services. | Finance |
Dearden, Maguire, Weaver & Barrett LLC
Dearden, Maguire, Weaver & Barrett LLC Investment ManagersFinance Founded in 1969, Dearden, Maguire, Weaver & Barrett, Inc. (DMWB) is a registered investment advisor firm located in West Conshohocken, Pennsylvania with an additional office in Haddonfield, New Jersey. The firm is a subsidiary of Fulton Financial Corporation (NASDAQ: FULT). | Finance |
Fulcrum Securities LLC
Fulcrum Securities LLC Investment Banks/BrokersFinance Founded in 2004 by J. Patrick Kearns, Fulcrum Securities LLC is a registered broker dealer located in McLean, Virginia. The firm is a subsidiary of AHM-Pivot Holdings LLC, itself a subsidiary of Pivot Holdings LLC. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
