Navigating Financial and Strategic Decisions Through Uncharted Waters
What We Do
Trusted advisory services to help individuals, executives and companies achieve financial clarity and sustainable growth. In addition, we offer a suite of financial education via individual tutoring and seminars ranging in topics from an introduction to finance, investing in capital markets, global equities, fixed income, sports franchises and other alternatives such as bitcoin.
Trusted Experience, Proven Results
Led by John Morgan, who has over thirty years of experience as a Global Portfolio Manager, Equity Analyst and Finance Lecturer at Babson College, Babson Olin Business School and Cornell Johnson Business School. He received his MBA from Cornell Johnson School, and is a CFP, CRPC and completed Level II of the CFA Program. From startup founders and seasoned executives to high school STEM students who want to improve their level of financial literary, we deliver strategic insights and guidance with a roadmap that builds confidence and results.
Meet John Morgan
With a career spanning over three decades in investment management, corporate strategy, executive coaching and teaching finance to college and graduate students John has built a reputation as a trusted advisor for individuals and companies alike. Learn more about his journey and approach.
