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 5/22/17

Better data last week puts a Fed increase in June back in play

Posted 20170522.

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Austin Advisor 5/15/17

Data from last week was not strong enough to make a Fed move in June…

Posted 20170515.

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Austin Advisor 5/8/17

The first of the second quarter is expected to reverse the weak data from the…

Posted 20170508.

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Austin Advisor 5/1/17

The weak first quarter Real GDP data was ignored by investors

Posted 20170501.

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