Financial analyst to speak at Fay-Penn Economic Development Council dinner
Robert L. Morgan of Janney Montgomery Scott LLC will speak at Fay-Penn Economic Development Council’s annual dinner Thursday at Nemacolin Woodlands Resort and Spa, Farmington. Morgan, a chartered financial analyst, has focused his practice in the investment and securities arena for nearly two decades. His experience covers functions from research analysis to portfolio management.
As the private client portfolio strategist for Janney Montgomery Scott LLC, Morgan serves as the Private Client Group’s investment expert and spokesperson, offering national market commentaries and developing asset allocation models and investment strategies.
Prior to joining Janney, Morgan served as the chief investment officer for Fulton Financial Advisors, where he managed $3.2 billion in assets and a team of 17 analysts and fund managers. Prior to his tenure at Fulton Financial Advisors, Morgan was group vice president at SunTrust Bank where he managed assets in excess of $l.5 billion. Morgan is a frequent author and lecturer on a variety of financial matters, and has been featured on CNBC’s Worldwide Exchange, Squawk Box, Squawk on the Street, Morning Call, Power Lunch, Closing Bell, Kudlow & Company, and Bullseye. Morgan has also made appearances on Bloomberg TV’s Morning Call and Open Exchange. He is a weekly guest on NBC’s WGAL-TV 8 in Lancaster. Additionally, Morgan has been published in The Philadelphia Business Journal, The Wall Street Transcript, The Harrisburg Patriot News, The York Daily Record and The Lancaster Intelligencer Journal. A resident of Lancaster, he received his bachelor of science degree in 1983 and his master of business administration degree from Vanderbilt University in 1984. He is a member of the CFA Institute of America. A former lieutenant in the U.S. Navy, he served as a junior officer aboard the USS Woodrow Wilson from 1984 to 1989.
Janney Montgomery Scott LLC is a major regional, full-service securities broker/dealer headquartered in Philadelphia, serving a national client base through nearly 1,000 financial consultants located in more than 75 branch offices, including one in Uniontown, along the U.S. East Coast.