Senior Vice President – Private Client Advisor

Ryan Morgan joined NorthCoast Asset Management as Senior Vice President in 2022. Ryan brings extensive experience working with HNW and Ultra HNW individuals and families to all aspects of the financial planning process combining his investment expertise with a hands-on approach to working closely with clients. Prior to joining NorthCoast, Ryan worked for Fisher Investments and Charles Schwab.

Ryan received his Bachelor’s in Science from the University of Colorado Boulder and is a CERTIFIED FINANCIAL PLANNER™ holding the FINRA series 66 and 7 licenses.

Ryan is a Colorado native who now resides in Charlotte with his wife and 2 children.

Contact Ryan – rmorgan@northcoastam.com