Profile
Mr. Robert G.
Morgan is a Spokesperson & Chief Analyst at Raymond James Wealth Management Ltd. He has over 20 years' experience in direct-to-consumer Financial Services, having worked as a financial adviser, pension specialist and investment analyst specialising in funds.
He is also a regular writer and commentator on a wide range of subjects surrounding investments, markets and personal finances.
Rob Morgan active positions
| Companies | Position | Start |
|---|---|---|
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Raymond James-IM uses third party and in-house research to make investment decisions. They seek profitability, growth and value, which they determine using quantitative techniques. The firm's equity research is based on fundamental analysis, using discounted cash flow valuation models and the application of multiples. To arrive at equity research recommendations, macroeconomic conditions are also considered. | Analyst-Equity | 01/04/2013 |
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Linked companies
| Private companies | 1 |
|---|---|
Charles Stanley & Co. Ltd. (Investment Management)
Charles Stanley & Co. Ltd. (Investment Management) Investment ManagersFinance Raymond James-IM uses third party and in-house research to make investment decisions. They seek profitability, growth and value, which they determine using quantitative techniques. The firm's equity research is based on fundamental analysis, using discounted cash flow valuation models and the application of multiples. To arrive at equity research recommendations, macroeconomic conditions are also considered. | Finance |
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