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Chad Morgan Email & Phone Number
Vice President
at
MidCap Advisors, LLC
3 work emails found
@marshberry.com
2 phones found area 440
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President
Location
Carlsbad, California, United States
Company size
Who is Chad Morgan? Overview
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Quick answer
Chad Morgan is listed as Vice President at MidCap Advisors, LLC, a company with 3 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at marshberry.com, phone signal with area code 440, and a matched LinkedIn profile for Chad Morgan.
Chad Morgan previously worked as Vice President at Marshberry and Consultant / Analyst at Vantage Point Advisors, Inc.. Chad Morgan holds Security Analysis / Portfolio Management from Chartered Financial Analyst (Cfa) Institute' S Cfa Program.
Company email context
Email format at MidCap Advisors, LLC
This section adds company-level context without repeating Chad Morgan's masked contact details.
*@marshberry.com
74% confidence
AeroLeads found 3 current-domain work email signals for Chad Morgan. Compare company email patterns before reaching out.
Profile bio
About Chad Morgan
Chad Morgan is a Vice President at MidCap Advisors, LLC. He possess expertise in d&o, analytics, business intelligence.
Listed skills include D&O, Analytics, and Business Intelligence.
Current workplace
Chad Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 28 years
Chad Morgan work experience
A career timeline built from the work history available for this profile.
Vice President
CurrentMidCap Advisors is a nationally recognized investment bank focused on providing sophisticated investment banking expertise to middle market clients in a wide range of corporate finance areas including mergers, acquisitions and divestitures, capital raises, ownership transition planning and value enhancement.
Sep 2020 - Present
Vice President
M&A, Valuation and Management Consulting. Enterprise/equity valuation; M&A intermediation; Distribution channel consulting.
Sep 2013 - Apr 2020
Consultant / Analyst
Valuation Consultant. Enterprise valuation; Common stock valuation; Preferred stock valuation; Derivatives valuation; Fixed income securities valuations.
Aug 2010 - Jul 2013
Jul 2008 - Jul 2009
Vice President
Financial and Professional Liability Broker. D&O and executive risks specialist.
Aug 2005 - May 2008
Assistant Vice President
Financial and Professional Liability Broker. D&O and executive risks specialist.
Jun 2002 - Aug 2005
Financial Consultant
Financial Consultant. Equity and derivatives specialist. Series 7, 63, and 52 licensed registered representative.
2000 - 2002
~2 yrs
Registered Representative
Olde Financial Corporation
Financial Consultant. Municipal bonds specialist. Series 7, 63, and 52 licensed registered representative.
1998 - 2000
~2 yrs
5 education records
Chad Morgan education
Security Analysis / Portfolio Management
Chartered Financial Analyst (Cfa) Institute' S Cfa Program
Master Of Security Analysis / Portfolio Management
B.S. Business Administration, Finance
University Of Arizona, Eller College Of Management
Accredited Asset Management Specialist (Aams) Designation, Asset Management
College For Financial Planning
Associate In Risk Management, Risk Management
Insurance Institute Of America
FAQ
Frequently asked questions about Chad Morgan
Quick answers generated from the profile data available on this page.
What company does Chad Morgan work for?
Chad Morgan works for MidCap Advisors, LLC.
What is Chad Morgan's role at MidCap Advisors, LLC?
Chad Morgan is listed as Vice President at MidCap Advisors, LLC.
What is Chad Morgan's email address?
AeroLeads has found 3 work email signals at @marshberry.com for Chad Morgan at MidCap Advisors, LLC.
What is Chad Morgan's phone number?
AeroLeads has found 2 phone signal(s) with area code 440 for Chad Morgan at MidCap Advisors, LLC.
Where is Chad Morgan based?
Chad Morgan is based in Carlsbad, California, United States while working with MidCap Advisors, LLC.
What companies has Chad Morgan worked for?
Chad Morgan has worked for Midcap Advisors, Llc, Marshberry, Vantage Point Advisors, Inc., Keenan & Associates, and Willis.
How can I contact Chad Morgan?
You can use AeroLeads to view verified contact signals for Chad Morgan at MidCap Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Chad Morgan attend?
Chad Morgan holds Security Analysis / Portfolio Management from Chartered Financial Analyst (Cfa) Institute' S Cfa Program.
What skills is Chad Morgan known for?
Chad Morgan is listed with skills including D&O, Analytics, and Business Intelligence.
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