Morgan serves as Portfolio Manager at Enterprise Bank & Trust and has worked in the investment industry since 2002. Prior to joining Enterprise, Morgan was a Portfolio Manager and Research Analyst for Wedgewood Partners, Inc. where she was a member of the Investment Team responsible for Wedgewood's Large Cap Focused Growth product. Prior to Wedgewood, Morgan worked at Apollo Capital Management as a Senior Hedge Fund Analyst where she led a team responsible for the performance calculations for a hedge fund of funds structure.
Morgan earned her BSBA (Finance), minor in Accounting from UMSL, with honors. She is a CFA Charterholder and CAIA Charterholder.
In addition to being a member of the College of Business Administration's Finance & Legal Studies Advisory Board, she is a member of the St. Louis CFA Society and serves on the Board for the St. Louis Women in Investments Network. She is also an active member of the Alumnae Chapter of Zeta Tau Alpha which supports breast cancer awareness and education via Think Pink partnerships with American Cancer Society, the National Football League, and Bright Pink.
UMSL is the only public university in the region to carry dual AACSB accreditation for its business and accounting programs at the undergraduate and graduate levels.
