Kenneth Morgan

Kenneth Morgan Email and Phone Number

CEO and President @ Clearstead Trust LLC
Kenneth Morgan's Location
Portland, Maine, United States, United States
Kenneth Morgan's Contact Details

Kenneth Morgan personal email

n/a

Kenneth Morgan phone numbers

About Kenneth Morgan

As President and CEO of Clearstead Trust, my primary duties include overseeing all operations, ensuring compliance with financial regulations, and developing strategic initiatives to drive growth. I am responsible for cultivating client relationships, managing risk, and leading a team of professionals dedicated to delivering exceptional service. Additionally, I work directly with a limited number of families, providing personalized wealth management solutions tailored to their unique needs.I also serve on the leadership committee of our Clearstead Advisors, contributing to the broader strategic direction and integration of our services within the larger corporate framework.

Kenneth Morgan's Current Company Details
Clearstead Trust LLC

Clearstead Trust Llc

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CEO and President
Kenneth Morgan Work Experience Details
  • Clearstead Trust Llc
    President And Ceo
    Clearstead Trust Llc Jun 2024 - Present
    Portland, Maine Metropolitan Area
    As President and CEO of a Clearstead Trust, my primary duties include overseeing all operations, ensuring compliance with financial regulations, and developing strategic initiatives to drive growth. I am responsible for cultivating client relationships, managing risk, and leading a team of professionals dedicated to delivering exceptional service. Additionally, I work directly with a limited number of families, providing personalized wealth management solutions tailored to their unique needs.I also serve on the leadership committee of our Clearstead Advisors, contributing to the broader strategic direction and integration of our services within the larger corporate framework.
    View
  • Clearstead Trust Llc
    Chief Operating Officer
    Clearstead Trust Llc Mar 2024 - Jul 2024
    Portland, Maine, United States
    As the Chief Operating Officer (COO) of Clearstead Trust, a state-chartered trust company, Ken is entrusted with overseeing the day-to-day operations and strategic initiatives essential to the organization’s success. His role involves implementing efficient and effective processes to ensure compliance with state regulations and industry standards. Ken collaborates closely with executive leadership to develop and execute business strategies, aiming to enhance the company’s financial performance and client satisfaction. Additionally, he plays a crucial role in risk management, fostering a culture of compliance and operational excellence. From optimizing workflow to cultivating a high-performing team, Ken’s responsibilities as COO extend to creating a robust foundation for the trust company’s sustained growth and success in the dynamic financial landscape.
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  • Clearstead
    Senior Managing Director, Head Of Private Client Sales & Strategy
    Clearstead Aug 2023 - Mar 2024
    Cleveland, Ohio, United States
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  • Pnc Private Bank Hawthorn
    Senior Vice President, Relationship Strategist & Hawthorn Regional Relationship Consultant
    Pnc Private Bank Hawthorn Nov 2017 - Jul 2023
    1900 East 9Th Street
  • Pnc Wealth Management
    Senior Vice President, Regional Sales Director
    Pnc Wealth Management Aug 2016 - Oct 2017
    Cleveland, Ohio, United States
  • Pnc Wealth Management
    Senior Vice President, Senior Client Advisor
    Pnc Wealth Management Feb 2008 - Aug 2016
    Cleveland, Ohio, United States
  • Wells Fargo
    Vice President, Wealth Management, Relationship Manager
    Wells Fargo Aug 2001 - Feb 2008
    Greenwich, Connecticut, United States
    View
  • Us Army
    Staff Sergeant - Squad Leader
    Us Army Aug 1994 - Aug 2003
    Hartford, Connecticut Area
    242nd Combat Engineers
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Kenneth Morgan Skills

Leadership Certified Investment Management Analyst High Net Worth Individuals Portfolio Management Management Investments Business Development Ctfa Certified Financial Planner Financial Services Wealth Management Sales Financial Planning Trust Services

Kenneth Morgan Education Details

Frequently Asked Questions about Kenneth Morgan

What company does Kenneth Morgan work for?

Kenneth Morgan works for Clearstead Trust Llc

What is Kenneth Morgan's role at the current company?

Kenneth Morgan's current role is CEO and President.

What is Kenneth Morgan's email address?

Kenneth Morgan's email address is ke****@****ity.com

What is Kenneth Morgan's direct phone number?

Kenneth Morgan's direct phone number is 121622*****

What schools did Kenneth Morgan attend?

Kenneth Morgan attended University Of New Haven, University Of Connecticut, Oak Ridge Military Academy.

What skills is Kenneth Morgan known for?

Kenneth Morgan has skills like Leadership, Certified Investment Management Analyst, High Net Worth Individuals, Portfolio Management, Management, Investments, Business Development, Ctfa, Certified Financial Planner, Financial Services, Wealth Management, Sales.

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