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Morgan Robert Christen
Director Ejecutivo en Spinnaker Investment Group LLC .
Perfil
Mr. Morgan R.
Christen, CFA MBA, is a Chief Executive Officer & Chief Investment Officer at Spinnaker Investment Group LLC.
In this role, he leads the investment committee in building customized portfolio solutions for high-net worth clients.
Mr. Christen brings over 26 years of investment management experience.
He founded and led Signature Resources Capital Management, LLC in Irvine as the Chief Investment Officer/Portfolio Manager in charge of research and asset allocation.
Prior to joining Signature, he served as the President of Charter west Consulting Inc., a money management firm in Newport Beach.
Additionally, he acted as the Vice President of Dolphin Securities Inc., a regional broker dealer and managed the firms’ 30 representatives.
Mr. Christen holds a Bachelors of Science in Business Finance from the University of Southern California and an MBA from Pepperdine University.
In addition, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA) designations.
Cargos activos de Morgan Robert Christen
Empresas | Cargo | Inicio |
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Spinnaker Investment Group LLC
![]() Spinnaker Investment Group LLC Investment ManagersFinance Spinnaker Investment Group LLC (Spinnaker) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2016 and is wholly owned by Morgan Christen, Joseph Stapleton and Andrew Krongold. Spinnaker offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director Ejecutivo | 01/05/2016 |
Formación de Morgan Robert Christen.
University of Southern California | Undergraduate Degree |
Pepperdine Graziadio Business School | Masters Business Admin |
Experiencias
Funciones ocupadas
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Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
Empresas privadas | 1 |
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Spinnaker Investment Group LLC
![]() Spinnaker Investment Group LLC Investment ManagersFinance Spinnaker Investment Group LLC (Spinnaker) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2016 and is wholly owned by Morgan Christen, Joseph Stapleton and Andrew Krongold. Spinnaker offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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