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Employee Profile

Research Analyst
James Morgan
(412) 434-0990 x 1662
Downtown Pittsburgh - Centre City Tower

James Morgan is a Research Analyst within Hefren-Tillotson’s investment advisory group.  In this capacity, James works closely with Chief Investment Officer, Brian Koble, in supporting the in-house broker network and investment advisory group with all aspects of asset allocation, portfolio construction, and investment selection.

James is a graduate of Duquesne University and earned a Master’s degree in Finance from University of Pittsburgh Joseph M Katz Graduate School of Business. 

In his spare time, James enjoys traveling, reading, and spending time with his wife, Madison.

James is available to help you with your investments and answer your questions.
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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.