Tom MorganTom Morgan, CFA®Executive Director, Investment Solutions Specialist
About Tom
Tom Morgan is an Executive Director and Investment Specialist at J.P. Morgan Wealth Management.
Tom collaborates closely with strategists, asset class leaders and product professionals across the firm, along with external partners, to help distill J.P. Morgan’s broad investment capabilities into more accessible strategies for clients. He helps advisors incorporate a range of products into client portfolios, taking into account their individual needs and goals. He also takes an active role in the construction and allocation of client portfolios.
Prior to J.P. Morgan, Tom worked at Tradeweb on their fixed income trading desk, covering Tier 1 asset managers, RIAs, hedge funds and community banks, and communicating with portfolio managers and traders to facilitate and execute trades across the fixed income spectrum. Tom is a CFA® Charterholder and graduate of The University of Scranton, where he was a two-time captain of the men’s basketball team. He lives in Manhattan, is a junior board member of Tuesday’s Children, and enjoys the beach, golf and staying active.
CFA®and Chartered Financial AnalystTM are registered trademarks owned by CFA Institute.
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