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 4/24/17

Geopolitical risks are driving financial markets, not the economic fundamentals

Posted 20170424.

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Austin Advisor 4/17/17

The data remains mixed and inflation remains muted based on the data from last week

Posted 20170417.

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Austin Advisor 4/10/17

Conflicting data continues to leave investors in a quandary

Posted 20170410.

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Austin Advisor 4/3/17

The economic data being released is reflective of better growth than the GDP data

Posted 20170403.

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