Morgan is the key navigator of the Cannabis Focused Fund, guiding Poseidon Asset Management through the uncharted waters of the cannabis industry. With a degree in Applied Mathematics, Morgan uses a blend of instinct and innovation in crafting leading edge investment strategies for the portfolio he stewards.
For over four years, he held a position as an Investment Counselor with a privately owned Registered Investment Adviser. During that time, he successfully managed several high profile portfolios, constantly researching and selecting the most practical and productive investments. Morgan grew his portfolio oversight to more than $60 million in client assets during his tenure. In addition, Morgan has been critical to researching and implementing risk-adjusted investments and asset allocation strategies on his clients’ behalf.
Earlier, Morgan was a Financial Advisor Associate at UBS Financial Services in Providence, RI. At UBS, Morgan participated in a rotational program focused on building a strong wealth management and finance skill set and knowledge base. He was responsible for consulting Senior Management in selection of a new Wealth Management Team. He also trained on the municipal bond desk at UBS in New York City.