Christopher D. Morgan, CFA, CFP®, CAP has joined The Sanibel Captiva Trust Company as a member of the portfolio management team in Fort Myers.
Morgan has more than a decade of financial industry experience and is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. He also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably inclined.
Sanibel Captiva Trust’s Fort Myers President, Megan Marquardt, CFP®, CTFA said, “Chris is an engaging and accomplished investment manager who contributes energy and expertise to his fellow colleagues and clients. We are delighted to have him on the team.”
Morgan’s prior roles include serving as vice president and senior investment officer at Members Trust Company in Tampa, where he managed more than $1.4 billion of client portfolio assets, and vice president and senior investment strategist at First American Bank in Boca Raton, managing the firm’s $500 million of private wealth management assets.
Morgan holds a Chartered Financial Analyst (CFA) designation, a Certified Financial Planner (CFP®) certification and Chartered Advisor in Philanthropy (CAP) designation. He earned his Bachelor of Science in Business Administration degree (BSBA) and double-majored in finance and accounting at the University of Miami in Coral Gables. He is based in The Trust Company’s newest office at 13525 Bell Tower Drive in Fort Myers.
