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.
Aktive Positionen von Michael Anthony Morgia
| Unternehmen | Position | Beginn |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Analyst-Equity | 01.11.2010 |
Ehemalige bekannte Positionen von Michael Anthony Morgia
| Unternehmen | Position | Ende |
|---|---|---|
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Ausbildung von Michael Anthony Morgia
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
LeMoyne-Owen College
LeMoyne-Owen College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
















