Drawing on over 25 years of industry experience, Ross Morgan advises a select group of business owners and family-office clients. In addition to his portfolio management expertise, he has significant experience with issues specific to taxation, estate and trust design, philanthropic planning, insurance needs analysis, and more. He truly enjoys working with clients and helping fortify their financial confidence.
Before co-founding Sedalia Advisors LLC, Ross ran an independent firm RCM Advisors for 14 years. Prior to that, Ross worked for multiple global and regional investment banks, including DLJ and Credit Suisse First Boston, where he was responsible for managing investments for both domestic and offshore clients in the areas of private equity, hedge funds and global asset allocation strategies. Ross dedicates his extensive industry experience to providing clients with state-of-the-art solutions and a personalized approach to wealth management.
A CERTIFIED FINANCIAL PLANNER™ (CFP®), Ross holds his MBA from the Jones School at Rice University, where he was an officer on the Wright investment team. He also earned a BS in Mechanical Engineering from Texas A&M University. Prior to joining the financial services industry, he worked as a mechanical engineer with a global oil and gas company based out of Houston, Texas.
Texas A&M University, BS in Mechanical Engineering