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 4/16/18

Geo-political risks have driven markets but fundamentals such as earnings are taking over

Posted 20180416.

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Austin Advisor 4/9/18

The possibility of tariffs has driven financial markets but fundamentals like earnings will drive them…

Posted 20180409.

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Austin Advisor 4/2/18

The economic fundamentals continue to strengthen while new risks from tariffs buffet investors

Posted 20180402.

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Austin Advisor 3/26/18

Markets were buffeted last week on trade war fears but that may be premature

Posted 20180326.

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