Morgen Rochard
Financial Planner at Origin Wealth Advisers LLC
- Role
- Managing Member at Origin Wealth Advisers Llc
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Member
Aug 2014 — Present · Austin, TX, US
Origin Wealth Advisers LLC is an independent, fee-only Registered Investment Adviser (RIA). Please see our website for more
Education
Boston University
BS, Health Science
2004 — 2008
Skills
- Asset Allocation
- Portfolio Management
- Python
- Retirement Planning
- Capital Markets
- Derivatives
- Investment Policy Statements
- Investment Strategies
- Financial Planning
- Employee Stock Options
- Financial Modeling
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