Christopher Morgan joins portfolio management team at The Sanibel Captiva Trust Company

By: The Sanibel Captiva Trust Company
 
FORT MYERS, Fla. - April 23, 2024 - PRLog -- Christopher D. Morgan, CFA, CFP®, CAP has joined The Sanibel Captiva Trust Company as a member of the portfolio management team in Fort Myers.

Morgan has more than a decade of financial industry experience and is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. He also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably inclined.

Sanibel Captiva Trust's Fort Myers President, Megan Marquardt, CFP®, CTFA said, "Chris is an engaging and accomplished investment manager who contributes energy and expertise to his fellow colleagues and clients. We are delighted to have him on the team."

Morgan's prior roles include serving as vice president and senior investment officer at Members Trust Company in Tampa, where he managed more than $1.4 billion of client portfolio assets, and vice president and senior investment strategist at First American Bank in Boca Raton, managing the firm's $500 million of private wealth management assets.

Morgan holds a Chartered Financial Analyst (CFA) designation, a Certified Financial Planner (CFP®) certification and Chartered Advisor in Philanthropy (CAP) designation. He earned his Bachelor of Science in Business Administration degree (BSBA) and double-majored in finance and accounting at the University of Miami in Coral Gables. He is based in The Trust Company's newest office at 13525 Bell Tower Drive in Fort Myers.

About The Sanibel Captiva Trust Company

The Sanibel Captiva Trust Company is an independent trust company with $4.2 billion in assets under management that provides Family Office and Wealth Management Services, including investment management, trust administration and financial counsel to high-net-worth individuals, families, businesses, foundations and endowments. Founded in 2001 as a state-chartered independent trust company, the firm is focused on wealth management services that are absolute-return oriented and performance driven. Each portfolio is separately managed and customized specifically to the client's yield and cash-flow requirements. The Naples Trust Company and The Tampa Bay Trust Company are divisions of The Sanibel Captiva Trust Company. Offices in Sanibel-Captiva, Fort Myers, Naples, Marco Island, Tampa, Belleair Bluffs and Tarpon Springs. For information, visit SanCapTrustCo.com (http://www.sancaptrustco.com/).

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Source:The Sanibel Captiva Trust Company
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Tags:Sanibel-Captiva Trust
Industry:Banking
Location:Fort Myers - Florida - United States
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