Robert J. Morgan

Robert J. Morgan


Senior Consultant


Robert J. Morgan is a Senior Consultant at FORVIS. He has been with the firm since 1990. Mr. Morgan served as a Senior Vice President and Chief Economist with a multi-billion-dollar regional bank. He also served in executive management capacities with community banking organizations and has managed investment, trust, budgeting, and financial forecasting functions. Mr. Morgan directs the firm’s Financial Management Division and works with clients on all aspects of asset/liability and interest rate risk management, investment portfolio management, and other aspects of bank financial performance. He has more than 45 years of experience in the investment management field and within the banking industry.

He earned a master’s degree in business administration from Wayne State University, Detroit, and a bachelor’s degree from Eastern Michigan University, Ypsilanti. He is a past president of the Southern Council of Asset Management and a graduate of the ICFA Institute at Princeton University.

Areas of Experience:

  • Asset Liability Management
  • IRR Management

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