John Morgan, MBA, CFP®, CRPC®, serves as the Chief Investment Officer and Strategic Advisor at Morgan Capital Family Office LLC, where responsibilities include managing a family office and equity income portfolio. In addition to this role, John lectures in finance at Babson F.W. Olin Graduate School of Business and teaches high school students at the Boston Leadership Institute. John holds positions as Admissions Officer and Head Mentor at Wall Street Oasis, Advisory Board Member at Diversified Financial Management, Corporate Advisor at ED4S, and Angel Investor with multiple organizations, including Boston Pickle Club and Impro.AI. John's educational background includes an MBA in Finance and Corporate Strategy from Cornell Johnson Graduate School of Management and a Bachelor of Arts from Denison University, complemented by study abroad at St. Louis University in Madrid, Spain.
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