Tom Morgan: Professional Qualifications


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  • Former Wall Street Managing Director (Bank of America, Merrill Lynch, Stifel and Consumer Edge).
  • Wrote and spoke for a $10bn+ wealth manager: KCP Group/Sapient Capital.
  • Regular conference speaker: Sohn Investment Conference 2024, Baraboo Growth 2024, Epsilon Connect 2024, Exchange Miami 2023/24, NEARcon 2023.
  • Appeared on 20+ mainstream podcasts and regularly present to large professional investment audiences.
  • First class degree in philosophy, politics and economics from Oxford University
  • Qualified Functional Medicine coach and certificate in Existential Humanistic therapy.