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 8/14/17

The data released last week did not reflect any change in the “no inflation” economic…

Posted 20170814.

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Austin Advisor 8/7/17

A stong labor market report for July did not include a surge in wages to…

Posted 20170807.

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Austin Advisor 7/31/17

The Fed did not change it’s economic or monetary policy forecasts

Posted 20170731.

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Austin Advisor 7/24/17

The Fed meets and the Advance report for second quarter Real GDP will move markets…

Posted 20170724.

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