Dallas, TX / Robert L. Morgan, CFA joins Sethi Financial Group’s executive team as its new Chief Investment Officer. Morgan’s role will include the management of the firm’s investment portfolios as well as its fund personnel. He will also be involved in the development of the media department and recruiting financial advisors to assist with strategic investment initiatives.
“I’m excited about the contributions I can make on expanding the media department and the recruiting footprints of the firm,” says Morgan. “I look forward to enhancing the firm’s established fund performance, research, and management.”
Morgan, a former Lieutenant in the United States Navy, is a senior investment executive with more than 25 years of experience in the financial sector. His past work experience includes Chief investment Strategist for Fulcrum Securities, Senior Vice President and Investment Strategist for Janney Montgomery Scott, and Group Vice President and Director for SunTrust Bank.
Morgan received both his Bachelor of Science, cum laude, and Master in Business Administration from Vanderbilt University in Nashville, Tennessee. He is a Chartered Financial Analyst (CFA) and holds Series 4, Series 7, Series 24, Series 52, Series 63, and Series 66 registrations. His extensive background in finance makes him an excellent source for Sethi Financial Group to conduct unbiased, insightful market commentaries.
"The overall outlook for the stock market continues to look positive," says Morgan. “The Federal Reserve in their last pronouncement said that the economy continues to improve, and this presents a positive backdrop for stocks.”
In addition to representing Sethi Financial Group on several media circuits, Morgan will continue to serve as a spokesperson for the financial markets on major news outlets such as Fox Business News, Bloomberg TV, and CNBC.
About Sethi Petroleum, LLC:
Sethi Petroleum, LLC is a diversified oil and gas investment company headquartered in Dallas, Texas, offering oil and gas investors portfolio diversification, tax incentives and ground-floor investment opportunities. Sethi Petroleum provides private and institutional investors the opportunity to capitalize on the oil and gas industry through its extensive network of business contacts and professional affiliations developed over the past ten years.
Media Contact:
John Johnson
972-509-9100
jjohnson@sethi-fg.com
www.sethifinancialgroup.com
972-509-9100
jjohnson@sethi-fg.com
www.sethifinancialgroup.com
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