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 12/5/17

The Senate passed their version of tax reform, making the possibility of fiscal stimulus higher

Posted 20171205.

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Austin Advisor 11/27/17

Investors will be dealing with a wealth of data and an outgoing Fed Chair this…

Posted 20171127.

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Austin Advisor 11/20/17

The inflation data last week was stronger than expected, but the bond market is not…

Posted 20171120.

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Austin Advisor 11/14/17

Inflation data due out this week is not expected to reflect any pressures on pricing

Posted 20171114.

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