AeroLeads people directory · profile

Fredrick Morgan, Caia, Cfp Email & Phone Number

Principal Client Solutions Consultant at Vestmark at Vestmark
Location: Philadelphia, Pennsylvania, United States 6 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vestmark
Role
Principal Client Solutions Consultant at Vestmark
Location
Philadelphia, Pennsylvania, United States
Company size
352 employees

Who is Fredrick Morgan, Caia, Cfp? Overview

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

Quick answer

Fredrick Morgan, Caia, Cfp is listed as Principal Client Solutions Consultant at Vestmark at Vestmark, a company with 352 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Fredrick Morgan, Caia, Cfp.

Fredrick Morgan, Caia, Cfp previously worked as Principal Client Solutions Consultant at Vestmark and VP, Relationship Management at Envestnet, Inc. Fredrick Morgan, Caia, Cfp holds Bachelor Of Arts, Economics from Villanova University.

Company email context

Email format at Vestmark

This section adds company-level context without repeating Fredrick Morgan, Caia, Cfp's masked contact details.

Vestmark

Review company-level records connected to Fredrick Morgan, Caia, Cfp before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Fredrick Morgan, Caia, Cfp

Fredrick Morgan, Caia, Cfp is a Principal Client Solutions Consultant at Vestmark at Vestmark. He possess expertise in alternative investments, series 63, vestmark, financial advisory, financial advisor trade support and 33 more skills.

Listed skills include Alternative Investments, Series 63, Vestmark, Financial Advisory, and 34 others.

Current workplace

Fredrick Morgan, Caia, Cfp's current company

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

Vestmark
Vestmark
Principal Client Solutions Consultant at Vestmark
wakefield, massachusetts, united states
Website
vestmark.com
Employees
352
AeroLeads page
Company profile
View company profile Email format
6 roles

Fredrick Morgan, Caia, Cfp work experience

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

Principal Client Solutions Consultant

Current
Vestmark
May 2019 - Present

Private Wealth Management

J.P. Morgan
Nov 2009 - Oct 2012
Team & coworkers

Colleagues at Vestmark

Other employees you can reach at vestmark.com. View company contacts for 352 employees →

MB Michael Bejaniance Michael Bejaniance Colleague at Vestmark Lowell, Massachusetts, United States, United States View → TM Tyler Masse Tyler Masse Colleague at Vestmark Greater Boston, United States View → KB Kathy Burgess Kathy Burgess Colleague at Vestmark Columbus, Ohio, United States, United States View → LF Liz Fortino Liz Fortino Colleague at Vestmark Greater Boston, United States View → MA Matthew Avery Matthew Avery Colleague at Vestmark Greater Boston, United States View → BA Brian Adams Brian Adams Colleague at Vestmark Tewksbury, Massachusetts, United States, United States View → MS Midori Stanford Midori Stanford Colleague at Vestmark Greater Boston, United States View → Y( Yixiu (Maggie) Hou Yixiu (Maggie) Hou Colleague at Vestmark Greater Boston, United States View → DG David Galvin David Galvin Colleague at Vestmark Greater Boston, United States View → DS Deshawn Standard Deshawn Standard Colleague at Vestmark Charlotte, North Carolina, United States, United States View →
1 education record

Fredrick Morgan, Caia, Cfp education

FAQ

Frequently asked questions about Fredrick Morgan, Caia, Cfp

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

What company does Fredrick Morgan, Caia, Cfp work for?

Fredrick Morgan, Caia, Cfp works for Vestmark.

What is Fredrick Morgan, Caia, Cfp's role at Vestmark?

Fredrick Morgan, Caia, Cfp is listed as Principal Client Solutions Consultant at Vestmark at Vestmark.

Where is Fredrick Morgan, Caia, Cfp based?

Fredrick Morgan, Caia, Cfp is based in Philadelphia, Pennsylvania, United States while working with Vestmark.

What companies has Fredrick Morgan, Caia, Cfp worked for?

Fredrick Morgan, Caia, Cfp has worked for Vestmark, Envestnet, Inc, Janney Montgomery Scott Llc, J.P. Morgan, and Century 21 Forrester.

Who are Fredrick Morgan, Caia, Cfp's colleagues at Vestmark?

Fredrick Morgan, Caia, Cfp's colleagues at Vestmark include Michael Bejaniance, Tyler Masse, Kathy Burgess, Liz Fortino, and Matthew Avery.

How can I contact Fredrick Morgan, Caia, Cfp?

You can use AeroLeads to view verified contact signals for Fredrick Morgan, Caia, Cfp at Vestmark, including work email, phone, and LinkedIn data when available.

What schools did Fredrick Morgan, Caia, Cfp attend?

Fredrick Morgan, Caia, Cfp holds Bachelor Of Arts, Economics from Villanova University.

What skills is Fredrick Morgan, Caia, Cfp known for?

Fredrick Morgan, Caia, Cfp is listed with skills including Alternative Investments, Series 63, Vestmark, Financial Advisory, Financial Advisor Trade Support, Hybrid Wrap Accounts, Fixed Income, and Rep As Pm.

Find 750M verified contacts

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