Investments & Asset Management Analyst
Current
Jul 2023 - Present
AeroLeads people directory · profile
Charlie Morgan Email & Phone Number
Investments & Asset Management at The Davis Companies
at
Davis
1 work email found
@thedaviscompanies.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Investments & Asset Management at The Davis Companies
Location
Boston, Massachusetts, United States
Company size
Who is Charlie Morgan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Charlie Morgan is listed as Investments & Asset Management at The Davis Companies at Davis, a company with 106 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at thedaviscompanies.com and a matched LinkedIn profile for Charlie Morgan.
Charlie Morgan previously worked as Investments & Asset Management Analyst at Davis and Investments & Asset Management Intern at Davis. Charlie Morgan holds Bachelor Of Science - Bs, Accounting And Finance from Northeastern University.
Company email context
Email format at Davis
This section adds company-level context without repeating Charlie Morgan's masked contact details.
{first_initial}{last}@thedaviscompanies.com
89% confidence
AeroLeads found 1 current-domain work email signal for Charlie Morgan. Compare company email patterns before reaching out.
Profile bio
About Charlie Morgan
Charlie Morgan is a Investments & Asset Management at The Davis Companies at Davis.
Current workplace
Charlie Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
Davis
9 roles
Charlie Morgan work experience
A career timeline built from the work history available for this profile.
Investments & Asset Management Intern
Feb 2023 - May 2023
Multifamily Development & Acquisitions Analyst
Multifamily Real Estate Development
Jan 2022 - Jul 2022
Real Estate Portfolio Management Co-Op
Jan 2021 - Jun 2021
Institutional Sales And Relationship Management Co-Op
- Analyzed client portfolio positions to support Business Development and Client Servicing teams- Automation of reporting process on account assets and flows, using queries to streamline data aggregation and manipulation- Conducted valuation on large cap US equity and presented recommendations to portfolio management team- Won simulated portfolio.
Jan 2020 - Aug 2020
Portfolio Analytics & Reporting Intern
- Automated elements of client portfolio analysis using Microsoft Excel (Power Query, Power Pivot) and Power BI- Developed refined templates for quarterly portfolio analysis reports to efficiently retrieve, store, and utilize data to present to over 30 large institutional investors
Jul 2019 - Aug 2019
Summer Intern
- Processed client reports and implemented an integrated naming convention to existing files to allow for future automatization- Modified portfolio reports to reflect individual client preferences prior to template utilization- Wrote and implemented a “File Checker” template with Excel VBA to identify the presence of necessary reports, implemented across.
May 2018 - Aug 2018
May 2015 - Aug 2018
Swim Instructor
Taught group swim lessons to elementary aged children, ranging in skill from first-time swimmers to stroke and technique development
May 2015 - Aug 2018
Team & coworkers
Colleagues at Davis
Other employees you can reach at thedaviscompanies.com. View company contacts for 106 employees →
CM
C. Moreira
Colleague at DavisGreater Boston, United States
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KQ
Katie Quilty
Colleague at DavisBoston, Massachusetts, United States, United States
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BR
Brendan Richards
Colleague at DavisBoston, Massachusetts, United States, United States
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DS
Dionisia Stefanopoulos
Colleague at DavisGreater Boston, United States
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LL
Larry Lenrow
Colleague at DavisBoston, Massachusetts, United States, United States
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ML
Michael Lane
Colleague at DavisBoston, Massachusetts, United States, United States
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TM
Tess Marunich, Mba
Colleague at DavisBoston, Massachusetts, United States, United States
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TD
Todd Davis
Colleague at DavisDe Pere, Wisconsin, United States, United States
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MF
Marisa F. Sa-Nogueira
Colleague at DavisBoston, Massachusetts, United States, United States
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BM
Buzz Mcwhirter
Colleague at DavisGreater Pittsburgh Region, United States
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C. Moreira
Colleague at DavisGreater Boston, United States
View →
KQ
Katie Quilty
Colleague at DavisBoston, Massachusetts, United States, United States
View →
BR
Brendan Richards
Colleague at DavisBoston, Massachusetts, United States, United States
View →
DS
Dionisia Stefanopoulos
Colleague at DavisGreater Boston, United States
View →
LL
Larry Lenrow
Colleague at DavisBoston, Massachusetts, United States, United States
View →
ML
Michael Lane
Colleague at DavisBoston, Massachusetts, United States, United States
View →
TM
Tess Marunich, Mba
Colleague at DavisBoston, Massachusetts, United States, United States
View →
TD
Todd Davis
Colleague at DavisDe Pere, Wisconsin, United States, United States
View →
MF
Marisa F. Sa-Nogueira
Colleague at DavisBoston, Massachusetts, United States, United States
View →
BM
Buzz Mcwhirter
Colleague at DavisGreater Pittsburgh Region, United States
View →
2 education records
Charlie Morgan education
Bachelor Of Science - Bs, Accounting And Finance
Education record
Shaker Heights High School
FAQ
Frequently asked questions about Charlie Morgan
Quick answers generated from the profile data available on this page.
What company does Charlie Morgan work for?
Charlie Morgan works for Davis.
What is Charlie Morgan's role at Davis?
Charlie Morgan is listed as Investments & Asset Management at The Davis Companies at Davis.
What is Charlie Morgan's email address?
AeroLeads has found 1 work email signal at @thedaviscompanies.com for Charlie Morgan at Davis.
Where is Charlie Morgan based?
Charlie Morgan is based in Boston, Massachusetts, United States while working with Davis.
What companies has Charlie Morgan worked for?
Charlie Morgan has worked for Davis, Cei - Cypress Equity Investments, Bain Capital, Amundi Us, and Stepstone Group.
Who are Charlie Morgan's colleagues at Davis?
Charlie Morgan's colleagues at Davis include C. Moreira, Katie Quilty, Brendan Richards, Dionisia Stefanopoulos, and Larry Lenrow.
How can I contact Charlie Morgan?
You can use AeroLeads to view verified contact signals for Charlie Morgan at Davis, including work email, phone, and LinkedIn data when available.
What schools did Charlie Morgan attend?
Charlie Morgan holds Bachelor Of Science - Bs, Accounting And Finance from Northeastern University.
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