John Morgan, CFP®, MBA
John Morgan joined Samuel Financial LLC in 2020 and is a Senior Advisor at the firm. He brings to Samuel Financial more than twenty-five years of experience in the financial services industry.
John began his career at Putnam Investments in 401(k) sales and marketing working with financial advisors to build their retirement plan business. After business school, he transitioned to an equity analyst position at the firm, focusing on the industrials, energy and basic materials sectors and spent the next 10 years working on global investment teams, eventually becoming the lead portfolio manager for the Putnam Global Resources fund. In 2012, John moved to Epoch Investment Partners as a co-portfolio manager and senior analyst focusing on the industrials, consumer, technology and healthcare sectors for the International and Global Small-cap portfolios and became the lead portfolio manager for both funds. In 2019, John joined Corbin Advisors a corporate strategy and investor relations firm as Senior Vice President and head of Corbin’s Advisory Group, overseeing the retainer client business.
John holds a BA from Denison University, an MBA from The Johnson School at Cornell University and is a CERTIFIED FINANCIAL PLANNER™professional.
John resides in Hingham, MA and enjoys coaching his three children’s sports teams (basketball, soccer), travel abroad, playing competitive tennis and scuba diving.