Research Analyst

James Morgan

(412) 434-0990 x 1662
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.

Ready to take the first step toward your financial future?
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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.
Send James a Message
Send a Message to
James Morgan
and take the first step towards your financial future.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

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