Morgan Smith, Cfa
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Morgan Smith, Cfa Email & Phone Number

Head of the Portfolio Strategy Group at Horizon Investments®
Location: Charlotte, North Carolina, United States 9 work roles 2 schools
2 work emails found @horizoninvestments.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@horizoninvestments.com
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Current company
Horizon Investments®
Role
Head of the Portfolio Strategy Group
Location
Charlotte, North Carolina, United States
Company size
142 employees

Who is Morgan Smith, Cfa? Overview

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Quick answer

Morgan Smith, Cfa is listed as Head of the Portfolio Strategy Group at Horizon Investments®, a with 142 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at horizoninvestments.com and a matched LinkedIn profile for Morgan Smith, Cfa.

Morgan Smith, Cfa previously worked as Head of Portfolio Strategy Group at Horizon Investments® and Senior Portfolio Strategist at Horizon Investments®. Morgan Smith, Cfa holds Masters Of Business Administration from State University Of New York At Binghamton.

Company email context

Email format at Horizon Investments®

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*@horizoninvestments.com
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Profile bio

About Morgan Smith, Cfa

Morgan Smith, Cfa is a Head of the Portfolio Strategy Group at Horizon Investments®. They possess expertise in investments.

Listed skills include Investments.

Current workplace

Morgan Smith, Cfa's current company

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Horizon Investments®
Horizon Investments®
Head of the Portfolio Strategy Group
Charlotte, NC, US
Website
horizoninvestments.com
Employees
142
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Company profile
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9 roles

Morgan Smith, Cfa work experience

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

Head Of Portfolio Strategy Group

Current
Horizon Investments®

Charlotte, North Carolina, United States

Jan 2022 - Present

Senior Portfolio Strategist

Horizon Investments®

Charlotte, North Carolina, United States

Dec 2020 - Jan 2022

Consulting Portfolio Analyst

Horizon Investments

Charlotte, North Carolina

Sep 2017 - Dec 2020

Assistant Vice President And Portfolio Manager

Nbt Bank

Syracuse, New York Area

-Manage the investments of 90+ accounts with AUM of ~ $60 million. Accounts are a mix of trust, retirement, and investment management. -Provides support for gloablly diversified mutual fund model.

Oct 2013 - Sep 2017

Assistant To The Executive Vice President Of Wealth Management

Nbt Bank

-Worked directly with Executive Vice President preparing monthly reports and working on projects to improve efficiencies within the department.-Completed projects for department managers including EVP of Wealth Management, Chief Investment Officer, Director of Business Development, and Financial Group Controller.

Jun 2013 - Oct 2013

Management Trainee

Nbt Bank

Norwich, Ny

-Participated in a 12 month rotational program throughout various departments within the bank.-Gained a well rounded knowledge of the banking industry, as well as the inner workings of a multi-functional organization.-Rotations included Retail Banking, Commercial Lending, Consumer Lending, and Operations.-Interacted with leaders across all levels of management within the organization. Program concluded with a capstone project focused on upcoming banking regulations, with a formal… Show more -Participated in a 12 month rotational program throughout various departments within the bank.-Gained a well rounded knowledge of the banking industry, as well as the inner workings of a multi-functional organization.-Rotations included Retail Banking, Commercial Lending, Consumer Lending, and Operations.-Interacted with leaders across all levels of management within the organization. Program concluded with a capstone project focused on upcoming banking regulations, with a formal presentation to the executive management team. Show less

Jun 2012 - Jun 2013

Game Management Intern

Binghamton University

• Acted as a liaison between administration and opposing teams and officials to make sure each party’s needs were satisfied• Greeted and informed teams and officials on game day protocol to make certain the event operated efficiently• Managed student employees and resolved any troubleshooting issues with a comprehensive knowledge of all procedures• Enforced proper regulations and standards to ensure compliance with NCAA

Nov 2010 - May 2011
Team & coworkers

Colleagues at Horizon Investments®

Other employees you can reach at horizoninvestments.com. View company contacts for 142 employees →

RS Ronald Saba, Cfa Ronald Saba, Cfa Colleague at Horizon Investments®Charlotte Metro, United States View → BJ Ben Johnson Ben Johnson Colleague at Horizon Investments®Charlotte, North Carolina, United States View → LS Liza Steed Liza Steed Colleague at Horizon Investments®Charlotte, North Carolina, United States View → CH Casey Hazen, Cfa Casey Hazen, Cfa Colleague at Horizon Investments®Charlotte, North Carolina, United States View → PM Philip Mcdonald, Cfa, Caia Philip Mcdonald, Cfa, Caia Colleague at Horizon Investments®United States View → SR Shawn Rumsey Shawn Rumsey Colleague at Horizon Investments®Charlotte, North Carolina, United States View → MB Matthew Bond Matthew Bond Colleague at Horizon Investments®Charlotte Metro, United States View → T( Tommy (Ziyan) Liu Tommy (Ziyan) Liu Colleague at Horizon Investments®Raleigh-Durham-Chapel Hill Area, United States View → KL Kayla Long Kayla Long Colleague at Horizon Investments®Charlotte Metro, United States View → NW Nick Wolfe Nick Wolfe Colleague at Horizon Investments®Des Moines Metropolitan Area, United States View →
2 education records

Morgan Smith, Cfa education

Masters Of Business Administration

State University Of New York At Binghamton
FAQ

Frequently asked questions about Morgan Smith, Cfa

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

What company does Morgan Smith, Cfa work for?

Morgan Smith, Cfa works for Horizon Investments®.

What is Morgan Smith, Cfa's role at Horizon Investments®?

Morgan Smith, Cfa is listed as Head of the Portfolio Strategy Group at Horizon Investments®.

What is Morgan Smith, Cfa's email address?

AeroLeads has found 2 work email signals at @horizoninvestments.com for Morgan Smith, Cfa at Horizon Investments®.

Where is Morgan Smith, Cfa based?

Morgan Smith, Cfa is based in Charlotte, North Carolina, United States while working with Horizon Investments®.

What companies has Morgan Smith, Cfa worked for?

Morgan Smith, Cfa has worked for Horizon Investments®, Horizon Investments, Nbt Bank, and Binghamton University.

Who are Morgan Smith, Cfa's colleagues at Horizon Investments®?

Morgan Smith, Cfa's colleagues at Horizon Investments® include Ronald Saba, Cfa, Ben Johnson, Liza Steed, Casey Hazen, Cfa, and Philip Mcdonald, Cfa, Caia.

How can I contact Morgan Smith, Cfa?

You can use AeroLeads to view verified contact signals for Morgan Smith, Cfa at Horizon Investments®, including work email, phone, and LinkedIn data when available.

What schools did Morgan Smith, Cfa attend?

Morgan Smith, Cfa holds Masters Of Business Administration from State University Of New York At Binghamton.

What skills is Morgan Smith, Cfa known for?

Morgan Smith, Cfa is listed with skills including Investments.

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