Sara K. Morgan

Sr. Consultant

Sara is Senior Consultant and head of the Raleigh/Durham office of Asset Strategy Consultants. Sara brings more than 35 years of experience in financial services to her Endowment, Foundation, and Retirement Plan clients.

Prior to joining Asset Strategy in 2002, Sara worked for the investment banking firms of Alex Brown and Sons and Deutsche Bank for nearly 20 years. She spent several years as a Research Analyst for Alex. Brown. Sara’s area of research specialization was in following both hardware and software companies for the firm. She then spent nearly fifteen years as a Partner and Senior Trader in the Over-the-Counter department of the Equity Division where she primarily traded technology stocks.

Sara graduated Cum Laude with a Bachelor of Arts degree from Hollins College, where she majored in Economics. She is currently a Trustee of the Henderson Street House Foundation and is a member of the Investment Committee of the MCNC Endowment.

 

morgan@assetstrategyconsultants.com