MAUMF Welcomes Rob Morgan, Chief Investment Officer

Rob Morgan

Jack Brooks, Executive Director of the MAUMF, is pleased to announce the appointment of Rob Morgan in the new position of Chief Investment Officer (CIO) for the Mid-Atlantic United Methodist Foundation. “We are excited to add Rob and his extensive investment experience to the growing MAUMF team” said Brooks.

Rob has been Chief Investment Strategist for Fulcrum Securities, President of Dearden, Maguire, Weaver, and Barrett LLC, Investment Strategist at Janney Montgomery Scott, and Chief Investment Officer for Fulton Financial Advisors.  Rob graduated cum laude from Vanderbilt University with a Bachelor of Science degree.  He continued on at Vanderbilt where he was awarded a Master’s in Business Administration.  Upon graduating from Vanderbilt Rob served as a submarine officer in the U.S. Navy.

Rob appears periodically on national media outlets to discuss economic and market topics. He is one of the 50 market-watchers who participate in the CNBC Fed Survey before every Fed meeting.

Rob has served his local United Methodist Church in a number of ways including being a member and past Chair of the Finance and Endowment committees. His father was a United Methodist pastor and his brother is also a pastor. “I feel this is my chance to serve in the family business by using my experience and investment skills to assist churches and individuals who select the Foundation’s platform.” said Rob. “My goal is to continue the wonderful growth of the Foundation’s ministry as it continues to serve in unique ways.”

In his position as the Chief Investment Officer for the MAUMF, Rob will take active roles in managing client portfolios and in the development of new investment client relationships.”The selection committee was impressed with Rob’s extensive knowledge of the investment markets, his experience serving the local church, and understanding of the MAUMF’s vision for continually improving our high quality investment platform.” said Brooks. “Rob really knows the investment business and how our high standard of fiduciary excellence offers exceptional advantages for MAUMF clients.”

For more information please contact us at 800-828-9093 Ext 1008

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