Strengths

• Analytical
• Restorative
• Focus
• Futuristic
• Learner

Morgan Carnegie

JUNIOR 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-rooted 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 makes him well-positioned to contribute to the firm’s continued success. He is committed in providing exceptional service and support to clients as they navigate the complexities of the financial world.