Strengths

• Analytical
• Restorative
• Focus
• Futuristic
• Learner

Morgan Carnegie

INVESTMENT ANALYST

Morgan is a dynamic and enthusiastic junior investment analyst at Core Wealth. He brings his exceptional skills and knowledge to deliver comprehensive financial insights and support to clients. With a deep passion for numbers and a keen eye for detail, he plays a supporting role in analysing market trends, evaluating investment opportunities, and helping clients achieve financial goals.

He has recently completed a honours program in financial management, an achievement that has equipped him with a solid foundation of theoretical expertise. He strives to integrate this newly gained knowledge with practical experience to offer valuable recommendations and solutions. Demonstrating dedication to continuous improvement, Morgan has completed his CFA Level 1 certification and aims to complete Levels 2 and 3 in pursuit of the esteemed CFA charter.

Displaying a strong work ethic, exceptional analytical abilities, and a genuine love for learning, Morgan is a valuable asset to the team. His unwavering dedication to excellence and passion about the financial industry make him well-positioned to contribute to the firm’s continued success. He is committed to providing exceptional service and support to clients as they navigate the complexities of the financial world.