Kenneth Morgan
CEO and President
- Role
- President and CEO at Clearstead Trust Llc
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kenneth Morgan
As President and CEO of Clearstead Trust, my primary duties include overseeing all…
Experience
President and CEO
Jun 2024 — Present · Portland, ME, US
Education
University of New Haven
MBA, Finance
2007
University of Connecticut
BA, Math/Stats
Skills
- Portfolio Management
- Leadership
- Financial Services
- Investments
- Ctfa
- Financial Planning
- Certified Investment Management Analyst
- High Net Worth Individuals
- Certified Financial Planner
- Management
- Business Development
- Wealth Management
- Trust Services
- Sales
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