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Profile
Mr. Morgan is a licensed Life and Health Insurance agent.
Additionally, he is the Publisher of the Navigator Newsletters, an independent monthly mutual fund investors newsletter that has been ranked No 1 by Hulbert Financial Digest.
Mr. Morgan serves as the President of the Abilities First, Inc. Board of Directors and is the Past Chairman of the Mid-Hudson Civic Center, he is also a former Board member of the Dutchess County Regional Chamber of Commerce.
Mr. Morgan is a Dean's List graduate of Union College with a Bachelor of Science degree in Industrial Economics.
He resides in Hopewell Junction with his wife and three children.
Former positions of John S. Morgan
| Companies | Position | End |
|---|---|---|
Grimaldi Portfolio Solutions, Inc.
 Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance GPS reviews the global economic landscape to ascertain when and if indicators support the purchase or sale of specific types of investments for client portfolios on a daily basis. Some of the indicators that the firm may use in their decision-making process includes: investor sentiment, money supply, consumer confidence, industrial production, consumption and distribution, inventories and orders, inflation, employment, construction, yield curve/interest rates, monetary policy, and political factors, among others. Once GPS has determined that the global economic landscape supports the purchase of investments for client portfolios, it begins selecting specific assets. In doing so, GPS invests primarily in no-load or load-waived open-end mutual funds or ETFs. The firm allocates assets among various investments taking into account the overall investment strategy selected by their clients. | Corporate Officer/Principal | 20/02/2011 |
Training of John S. Morgan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
47
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Union College (New York)
 Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Grimaldi Portfolio Solutions, Inc.
Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance GPS reviews the global economic landscape to ascertain when and if indicators support the purchase or sale of specific types of investments for client portfolios on a daily basis. Some of the indicators that the firm may use in their decision-making process includes: investor sentiment, money supply, consumer confidence, industrial production, consumption and distribution, inventories and orders, inflation, employment, construction, yield curve/interest rates, monetary policy, and political factors, among others. Once GPS has determined that the global economic landscape supports the purchase of investments for client portfolios, it begins selecting specific assets. In doing so, GPS invests primarily in no-load or load-waived open-end mutual funds or ETFs. The firm allocates assets among various investments taking into account the overall investment strategy selected by their clients. | Finance |
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