Robert J. Morgan

Senior Consultant


Prior to joining the firm in 1990, Mr. Morgan served as a Senior Vice President and Chief Economist with a multi-billion dollar regional bank. He also served in executive management capacities with community banking organizations and has managed investment, trust, budgeting, and financial forecasting functions. Mr. Morgan directs the firm’s Financial Management Division and works with clients on all aspects of asset/liability and interest rate risk management, investment portfolio management, and other aspects of bank financial performance. He has more than 35 years of experience in the investment management field and within the banking industry. He earned an master’s degree in business administration from Wayne State University, Detroit, and a bachelor’s degree from Eastern Michigan University, Ypsilanti. He is a past president of the Southern Council of Asset Management and a graduate of the ICFA Institute at Princeton University.

phone 419-283-4960


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Austin Advisor 2/19/18

Inflation data released last week confirmed the markets view of rising risk

Posted 20180219.

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Austin Advisor 2/12/18

Equity markets are not reflecting the fundamentals while bond markets are.

Posted 20180212.

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Austin Advisor 2/5/18

Financial market volatility can have a short-term impact, but the economic growth rate is improving

Posted 20180205.

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Austin Advisor 1/29/18

Real GDP was lower than we expected in the fourth quarter, but the fundamentals were…

Posted 20180129.

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