AeroLeads people directory · profile

Benjamin Morgan Email & Phone Number

Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer. at Lucrum Investment
Location: San Francisco Bay Area, United States 4 work roles 4 schools
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lucrum Investment
Role
Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer.
Location
San Francisco Bay Area, United States

Who is Benjamin Morgan? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Benjamin Morgan is listed as Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer. at Lucrum Investment, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Morgan.

Benjamin Morgan previously worked as Senior Fund Manager at Lucrum Investment and Senior Financial Advisor at Liberty Group Llc. Benjamin Morgan studied at University Of Minnesota.

Profile bio

About Benjamin Morgan

Benjamin is an experienced Senior Private Fund Creator, Manager, and Owner with over 25 years of experience in the financial services industry. My skills include Performance Improvement, Asset Management, Team Leadership, Portfolio Management, and Business Ethics. I have been trained at some of the best institutions, such as CBOE, PCX, and ML Stern.I specialize in providing sophisticated investors, accredited clients, and qualified institutional buyers with customized investment strategies that align with their unique personality, assets, and needs. My strategies have consistently exceeded market benchmarks in terms of growth, yield, and safety. Furthermore, I have a deep understanding of market trends and have been able to navigate through difficult market conditions such as the 2008 crash, where my client's accounts went up, not down. I have tested over 151,362 trading, investment models, and strategies in multiple time frames and continue to. I have conducted extensive research on historical and current market trends.I have a market historian background and have conducted 300 years of weekly American financial history research, as well as 8,000 years of global economics study. I continuously analyze current and historical charts, along with related economic, domestic, and global data to make informed decisions. I am a dedicated professional who only provides services to sophisticated investors, accredited clients and qualified institutional buyers. This is combined with cutting-edge Quant discipline that goes back to the mid 1990's. As a result of this, my clients were positive during the turmoil and descent in 2008. My value strategy has been forward-tested since 1998 and eclipsed all others in their results. My Small-cap Strategy eclipses the Russell3000 and finally. My latest strategy, which is adversity/chaos resistant, returns on average 2x-3x the yield of standard income benchmarks. Please do not hesitate to reach out to me if you find my profile and experience of interest.

Current workplace

Benjamin Morgan's current company

Company context helps verify the profile and gives searchers a useful next step.

Lucrum Investment
Lucrum Investment
Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer.
4 roles · 23 years

Benjamin Morgan work experience

A career timeline built from the work history available for this profile.

Senior Fund Manager

Current
Lucrum Investment

San Francisco Bay Area

Consult and Manage Investment accounts for Qualified Investors. With an average return far above national benchmarks.Safety over Performance. Performance above the Market. If you are an qualified investor with a minimum of $1mm to invest. Please, contact me directly to find out if we are an excellent match for your investing.

Oct 1998 - Present

Senior Financial Advisor

Liberty Group Llc

Fund Management, Client Education & Retention (asset's over $1M)

2006 - 2008 ~2 yrs

Financial Advisor

Ml Stern

Retirement Fund & Assets Manager for Qualified Investors (assets over $1M)Series 7, 66, RIA & Life

2004 - 2006 ~2 yrs

Ceo

Lucrum Trading

San Francisco Bay Area

Trained at CBOE & Pacific Exchange (PCX). One of the youngest and most successful Risk Adverse Options Traders.9/11 changed all that.Afterwards, I left solo trading and went to work with one of the top bond houses. ML stern. Where I built and managed multimillion-dollar portfolios protecting High Networth Retirees from the ravages of the market.

Jan 1998 - 2004
4 education records

Benjamin Morgan education

Options Trading Advanced

Cboe

Options Trading

Pacific Exchange
FAQ

Frequently asked questions about Benjamin Morgan

Quick answers generated from the profile data available on this page.

What company does Benjamin Morgan work for?

Benjamin Morgan works for Lucrum Investment.

What is Benjamin Morgan's role at Lucrum Investment?

Benjamin Morgan is listed as Senior Quantitative Portfolio Manager for Accredited Investors. Data Analyst. A.I. Engineer. at Lucrum Investment.

Where is Benjamin Morgan based?

Benjamin Morgan is based in San Francisco Bay Area, United States while working with Lucrum Investment.

What companies has Benjamin Morgan worked for?

Benjamin Morgan has worked for Lucrum Investment, Liberty Group Llc, Ml Stern, and Lucrum Trading.

How can I contact Benjamin Morgan?

You can use AeroLeads to view verified contact signals for Benjamin Morgan at Lucrum Investment, including work email, phone, and LinkedIn data when available.

What schools did Benjamin Morgan attend?

Benjamin Morgan studied at University Of Minnesota.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Benjamin Morgan you were looking for.

View similar profiles