ROBERT MORGAN, CFA

FINANCIAL ANALYST

Robert Morgan is a NexGen Leader who joined Nucleus in 2022 as a Financial Analyst, where he supports our team through client reporting and analysis and data management, integration and organization.

Robert is a CFA Level 3 Candidate, and has a Masters of Finance with a Specialization in Energy from the A.B. Freeman School of Business at Tulane University. Robert began his career working with individual investors in 2014 at Merrill Lynch, where he was responsible for financial modeling, and delivering technical and financial analysis to help clients plan and manage their complex lifestyles.

Robert is an avid reader and knowledge seeker. Of the five key characteristics that help define Nucleus’ culture—depth, direction, connection, curiosity and withness™— Robert exudes curiosity, which is one of the most permanent and certain characteristics of a vigorous intellect. He is an analyst that pays attention to the tension, and does not shy away from asking or answering tough questions when building resolution.

Robert has a passion for helping people. He has volunteered with Stand With Immigrants and The Office Of Veterans Affairs as a Budget Counselor, where he uses his personal finance management curriculum to teach saving, budgeting, and credit strategies. On the weekends, you can catch Robert on stage performing in comedy clubs around New York City. Robert currently resides in Long Island City.

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