-A A +A

Adam Morgan, CFA

Adam Morgan, CFA
SVP, Director of Investment Strategy
919.945.2623
Hometown: Baltimore, MD
Education
  • B.A., University of Colorado, Boulder, Colorado
  • M.B.A., Emory University, Atlanta, GA
Work History
  • PNC Wealth Management
  • SunTrust
  • US Trust
  • American Express
  • T. Rowe Price

Adam drives a collaborative process with the Investment Strategy Committee to develop and implement the company's overall investment strategy into a dynamic asset allocation framework. Adam performs due diligence on investments of all asset classes, actively manages existing client portfolios, and serves as an investment professional on the client relationship team.

Prior to joining Investors Trust, Adam was the senior investment advisor for PNC's Raleigh and Wilmington wealth management markets, earning PNC's Peak award for investment excellence in 2015. Adam began his career with T. Rowe Price in his hometown of Baltimore, MD. He earned his Series 7 securities license during that time and began trading equities for their online trading platform. Adam then worked as a portfolio manager for high-net-worth clients of some of the largest wealth management firms in the county, such as US Trust, Bank of America Private Wealth Management, SunTrust Private Wealth Management, and PNC Wealth Management. Adam also served as a member of SunTrust's Portfolio Construction Group, a team responsible for managing more than $15 billion in assets in SunTrust's model portfolio program of mutual funds and ETFs.

Adam earned a Bachelor of Arts degree from the University of Colorado and a Master of Business Administration with a concentration in finance from Goizueta Business School at Emory University. He has also earned the designation of Chartered Financial Analyst (CFA). Adam is also a member of the North Carolina CFA Society.

Back to Our Team