Tom Morgan, CFA, is an experienced professional in client portfolio management and content production within the financial sector. Since June 2017, Tom has been serving in client portfolio management for European real estate at Barings, also contributing as an RFP writer. Prior to this, Tom held roles at Fitch Learning from April 2014 to May 2017 as Product Manager and Content Manager, overseeing the CFA exam training product and client services. Earlier experience includes a position as Client Services Coordinator at InterHealth, where Tom managed client accounts and coordinated clinical services, and a finance internship at InterHealth that achieved significant efficiency improvements in invoicing processes. Tom holds a Master of Science in Finance & Investment with a focus on Risk Management from the London School of Business and Finance and a Bachelor's degree in Economics from Loughborough University.
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