SANIBEL & FORT MYERS
Christopher D. Morgan, CFA, CFP®, CAP
Senior Vice President, Senior Portfolio Manager
Chris Morgan is a member of The Sanibel Captiva Trust Company’s portfolio management team and has more than a decade of financial industry experience. He is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives. Chris also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably inclined. His prior roles include serving as Vice President and Senior Investment Officer at Members Trust Company, Tampa, FL, where he managed more than $1.4 billion of client portfolio assets, and Vice President and Senior Investment Strategist at First American Bank, Boca Raton, FL, managing the firm’s $500 million of Private Wealth Management assets. Chris holds a Chartered Financial Analyst (CFA) designation, a CERTIFIED FINANCIAL PLANNER® certification, and Chartered Advisor in Philanthropy (CAP) designation. He earned his Bachelor of Science in Business Administration and double-majored in finance and accounting at the University of Miami, Coral Gables, FL.
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