Morgan Trask

Morgan Trask is a finance professional with extensive experience in location strategies and investment banking. Currently serving as Senior Manager at Evergreen Advisors since November 2019, Morgan has held various roles within the company, including Manager and Senior Consultant. Prior experience includes positions as an Investment Banking Analyst at LCG Advisors and the USF Student Managed Investment Fund, as well as internships at Crosstree Capital Partners, Inc. and LCG Advisors. Morgan Trask holds a Bachelor of Science in Finance with a concentration in Asset Management from the University of South Florida, complemented by education at Converse University.