Chad Morgan

Q: What is Chad Morgan email address?

Email Chad Morgan at chad.morgan@invesco.com. This email is the most updated Chad Morgan email found in 2026.

Q: How to contact Chad Morgan?

To contact Chad Morgan send an email to chad.morgan@invesco.com. If you want to call Chad Morgan try calling on +15187914492. (updated on October 29, 2024)

RIA Private Wealth Director at Franklin Templeton | Washington DC-Baltimore Area

About Chad Morgan

Chad Morgan serves as the Director at Franklin Templeton, where he leverages his extensive expertise in investment management to drive innovative solutions for a diverse array of clients, including Registered Investment Advisors (RIAs), family offices, asset managers, and banks. With a keen focus on client and colleague success, Chad has established himself as a thought leader in the financial services industry, adept at navigating the complexities of both traditional and alternative investment strategies. His current role involves spearheading key projects such as the Canvas OSAM Direct Indexing-Tax Managed Platform, which empowers clients to optimize their tax efficiency through personalized investment strategies.

Chad's proficiency spans a broad spectrum of investment vehicles, including ETFs, mutual funds, private equity, and hedge funds, enabling him to deliver tailored solutions that meet the unique needs of institutional clients. His deep understanding of market dynamics and investment trends allows him to effectively communicate the benefits of smart beta and alternative solutions, ensuring that clients are well-equipped to navigate the ever-evolving financial landscape. Additionally, his commitment to ESG (Environmental, Social, and Governance) investing reflects his dedication to sustainable finance, aligning investment strategies with clients' values and long-term goals.

With a strong foundation in wealth management and securities, Chad is not only a trusted advisor but also an innovative leader who fosters collaboration and knowledge-sharing among colleagues. His passion for continuous learning and curiosity about emerging trends, such as cryptocurrency and direct indexing, positions him as a forward-thinking professional in the investment management space, committed to driving success for both clients and the firm.

Chad Morgan Work