ADAM J. MORGAN

Adam Morgan, CFA, CMT is the Chief Investment Officer of Armor Investment Advisors. He chairs our investment committee and oversees the investment platform. Adam collaborates with Jeff Miller on the development, design, and implementation of Armor’s investment strategy. That work entails combining macroeconomic research and global investment market analysis with rigorous due diligence on a range of investment securities to ensure that our clients are thoughtfully invested. Adam also authors a quarterly investment review in our newsletter.

Prior to joining Armor Investment Advisors, Adam was the Director of Investment Strategy at Investors Trust Company in Chapel Hill. Prior to that, Adam worked as a Senior Investment Advisor for high net worth clients of a few of the largest Wealth Management firms in the country, such as US Trust, SunTrust, and PNC Wealth Management. Adam also served as a Portfolio Manager for SunTrust’s Portfolio Construction Group; a team responsible for managing more than $15 billion in assets in SunTrust’s model portfolio program.

Adam earned a Bachelor of Arts from the University of Colorado in Boulder, Colorado, and a Master of Business Administration from Goizueta Business School at Emory University. He also holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Adam is a member of the CFA Society of North Carolina and formerly served as a member of the board of directors.

Adam lives with his wife and three children in Apex, North Carolina.

Connect with Adam on LinkedIn.