Olivia Morgan
Research Analyst, Wealth Management
- Role
- Analyst, Wealth Management at Cerulli Associates
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Olivia Morgan
The views expressed are my own and not of Franklin Templeton or Putnam Investments. This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.All investments involve risk including possible loss of principal.Your personal data may be subject to our Privacy & Cookies Notice which you can read here: regardless of where the data originates.© Franklin Distributors, LLC and Putnam Retail Management LP. Members FINRA/SIPC. Putnam Investments is a Franklin Templeton company.
Experience
Analyst, Wealth Management
Jun 2024 — Present
Education
University of New Hampshire
Bachelor's degree, Finance, General
2017 — 2021
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