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Adam Morgan
Profile
Adam Morgan worked as SVP & Director of Investment Strategy at Investors Trust Co. (North Carolina), Principal at Bank of America Corp., Senior Investment Advisor at PNC Bank, NA (Investment Management), and Principal at Sun Trust Corp.
He holds a graduate degree from Goizueta Business School-Emory and an undergraduate degree from the University of Colorado Denver.
Former positions of Adam Morgan
Companies | Position | End |
---|---|---|
Investors Trust Co. (North Carolina)
![]() Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Director of Investments | 31/05/2021 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Sun Trust Corp.
![]() Sun Trust Corp. Investment Trusts/Mutual FundsMiscellaneous Sun Trust Corp. operates as a trust. The private company is based in Homestead, FL. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
Training of Adam Morgan
Goizueta Business School-Emory | Graduate Degree |
University of Colorado Denver | Undergraduate Degree |
Experiences
Positions held
Linked companies
Listed companies | 1 |
---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 3 |
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PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Investors Trust Co. (North Carolina)
![]() Investors Trust Co. (North Carolina) Investment ManagersFinance Founded in 2003, Investors Trust Co. is a trust company and investment advisor located in Chapel Hill, North Carolina. The firm is a subsidiary of Investors Title Co. They manage portfolios for individuals, families, endowments and foundations. | Finance |
Sun Trust Corp.
![]() Sun Trust Corp. Investment Trusts/Mutual FundsMiscellaneous Sun Trust Corp. operates as a trust. The private company is based in Homestead, FL. | Miscellaneous |
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