Sara Morgan

Senior Consultant @Asset Strategy Consultants

Chapel Hill, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2002 — Present

Senior Consultant @Asset Strategy Consultants

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Chapel Hill, NC, US

Sara began her investment career in 1983 and joined Asset Strategy Consultants in 2002. As a Senior Consultant, Sara provides consulting services to Asset Strategy\'s Endowment,Foundation and Retirement Plan clients. Sara overseas investment policy development, asset allocation, investment manager searches (traditional and alternative) and performance monitoring for her clients. Sara serves as a member of Asset Strategy Consultant\'s Manager Search Committee.

SKILLS

401kRetirementStrategic Financial PlanningAsset AllocationCapital MarketsSeries 7EquitiesHedge FundsWealth ManagementInvestmentsPensionsInvestment StrategiesAlternative InvestmentsPrivate EquityInvestment AdvisoryPortfolio ManagementAsset ManagementRetirement Planning

ABOUT SARA MORGAN

Institutional Investment Consulting Specialties: Endowment, Foundation…

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Sara Morgan — Senior Consultant at Asset Strategy Consultants in Chapel Hill, NC, US | Unifers