Sara Morgan

Q: What is Sara Morgan email address?

Email Sara Morgan at sarakmorgan@gmail.com and sue.connolly@allina.com. This email is the most updated Sara Morgan email found in 2026.

Q: How to contact Sara Morgan?

To contact Sara Morgan send an email to sarakmorgan@gmail.com or sue.connolly@allina.com. If you want to call Sara Morgan try calling on +14103401938 and +19526931123. (updated on October 30, 2024)

Senior Consultant at Asset Strategy Consultants | Chapel Hill, North Carolina, United States

About Sara Morgan

Sara Morgan is a seasoned professional in the realm of institutional investment consulting, bringing over four decades of experience to her role as Senior Consultant at Asset Strategy Consultants. Since joining the firm in 2002, she has been instrumental in shaping the investment strategies of endowments, foundations, and retirement plans. Her expertise lies in investment policy development, where she collaborates closely with clients to create tailored strategies that align with their financial goals and risk tolerance.

Sara's extensive knowledge of asset allocation and portfolio risk management enables her to guide clients through the complexities of both traditional and alternative investments, including hedge funds and private equity. She leads comprehensive investment manager searches, ensuring that her clients have access to top-tier investment opportunities that can enhance their portfolios. In addition, Sara is adept at performance monitoring, providing clients with the insights needed to make informed decisions and adjust strategies as market conditions evolve.

Her commitment to strategic financial planning is evident in her ability to navigate the intricacies of retirement planning, helping clients to secure their financial futures while maximizing returns. With a Series 7 license and a deep understanding of wealth management, Sara is well-equipped to address the diverse needs of her clients. As she continues to drive key projects at Asset Strategy Consultants, her focus remains on delivering exceptional value and fostering long-term relationships built on trust and expertise.

Sara Morgan Work

Senior Consultant at Asset Strategy Consultants in January 2002 to Present

Principal at Deutsche Bank Alex Brown in January 1999 to January 2000

Principal at Alex Brown & Sons, Inc in January 1983 to January 1999

Sara Morgan Skills

Investments

Portfolio Management

Investment Advisory

About Sara Morgan's Current Company

Asset Strategy Consultants

Discover more about Asset Strategy Consultants

Frequently Asked Questions about Sara Morgan

What is Sara Morgan email address?

Email Sara Morgan at [email protected] and [email protected]. This email is the most updated Sara Morgan email found in 2026.

What is Sara Morgan phone number?

Sara Morgan phone number is +14103401938 and +19526931123.

How to contact Sara Morgan?

To contact Sara Morgan send an email to [email protected] or [email protected]. If you want to call Sara Morgan try calling on +14103401938 and +19526931123. (updated on October 30, 2024)