Profile
Mr. Chad A. Morganlander is a Portfolio Manager at Stifel Nicolaus & Co., Inc. and a Senior Portfolio Manager at Washington Crossing Advisors LLC.
He shares responsibility as co-portfolio manager across each of the group’s investment advisory programs.
Mr. Morganlander has over 30 years of financial market, investment advisory, and portfolio management experience to the WCA platform.
The WCA multi-disciplinary investment platform has assets over $8 billion under management and advisement.
Mr. Morganlander has held several investment advisory and analyst positions for Stifel and predecessor firms, including Ryan, Beck & Company and Gruntal & Company.
He began his career in 1992 at Lehman Brothers.
He graduated from Ramapo College, where he received his Bachelor of Arts Degree in International Business.
Chad Ashley Morganlander active positions
| Companies | Position | Start |
|---|---|---|
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance WCA offers both passive and active strategies and a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance. For equity, the firm seeks to buy growing, profitable, and well-capitalized businesses at reasonable prices. For fixed income, they aim to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a ladder with maturities spanning 10 years. | Founder | 2006-12-31 |
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies. | Portfolio Manager-Equities | 2007-07-31 |
Training of Chad Ashley Morganlander
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 3 |
|---|---|
Ramapo College of New Jersey
Ramapo College of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stifel Nicolaus & Co., Inc. (Investment Management)
Stifel Nicolaus & Co., Inc. (Investment Management) Investment ManagersFinance Stifel Nicolaus-IM employs a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies. | Finance |
Washington Crossing Advisors LLC
Washington Crossing Advisors LLC Investment ManagersFinance WCA offers both passive and active strategies and a comprehensive suite of asset allocation portfolios focused on matching investment objectives with risk tolerance. For equity, the firm seeks to buy growing, profitable, and well-capitalized businesses at reasonable prices. For fixed income, they aim to generate a stream of income from a portfolio of 30 investment-grade corporate bonds. The portfolio is constructed as a ladder with maturities spanning 10 years. | Finance |
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