Robert J. Morgan

Senior Consultant


Prior to joining the firm in 1990, Mr. Morgan served as a Senior Vice President and Chief Economist with a multi-billion dollar regional bank. He also served in executive management capacities with community banking organizations and has managed investment, trust, budgeting, and financial forecasting functions. Mr. Morgan directs the firm’s Financial Management Division and works with clients on all aspects of asset/liability and interest rate risk management, investment portfolio management, and other aspects of bank financial performance. He has more than 35 years of experience in the investment management field and within the banking industry. He earned an master’s degree in business administration from Wayne State University, Detroit, and a bachelor’s degree from Eastern Michigan University, Ypsilanti. He is a past president of the Southern Council of Asset Management and a graduate of the ICFA Institute at Princeton University.

phone 419-283-4960


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Austin Advisor 3/12/18

A very strong labor market report is being offset with the prospects of tariffs

Posted 20180312.

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Austin Advisor 3/5/18

We added a new risk to inflation last week with the possibility of trade wars

Posted 20180305.

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Austin Advisor 2/26/18

The lack of data last week added to volatility, but that will not be a…

Posted 20180226.

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Austin Advisor 2/19/18

Inflation data released last week confirmed the markets view of rising risk

Posted 20180219.

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