Wayne Morgan

Wayne Morgan has over 13 years of experience in the financial industry, starting their career at Wells Fargo Bank in 2005. In their role as Sr. Investment Manager Specialist, Wayne served as a client representative for self-directed investment clients, totaling $500 million to $10 billion in market value. In 2012, Wayne made the move to Atlantic Capital Advisors, which was later acquired by South Street Capital Management. As Director of Operations, Wayne was responsible for the automation of back office procedures, interfacing of software, trading repurchase agreements, and portfolio analysis. Wayne was also the Project Manager for the integration of TPG, Tradeweb and Blackrock Solutions. In their current role as Director at South Street Capital Management, Wayne continues to provide their expertise and knowledge to help grow the company.

Wayne Morgan's educational career includes a BA in Entrepreneurship, Finance, and Accounting from the University of St. Thomas, as well as certification from FINRA in Series 7 and SIE.