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About Us

Financial Advisors

James Morgan

Research Analyst

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.

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