WHO WE ARE -

Michael Morgia, CIMA®

Managing Director, Partner

Michael Morgia is a Managing Director and Partner at Hightower. He serves as the lead equity portfolio manager for Morgia Wealth Management.

Mr. Morgia began his career in 1988 with Smith Barney, where he worked as a Senior Portfolio Management Director and financial consultant. At Hightower, he developed and continues to refine and improve the methodology for analyzing and evaluating equities based on Morgia Wealth Management founder Tony Morgia’s investment philosophies. He has also developed the algorithms and software programs used for Morgia Wealth Management’s quantitative investment strategies. For more than twenty-five years, his dedicated, holistic approach to analyzing clients’ needs and developing detailed financial plans has helped Morgia Wealth Management’s clients to build and preserve wealth over the long term.

In addition to his research and analytics knowledge, Mr. Morgia maintains a hands-on role with many of the firm’s larger clients and longstanding relationships. He believes it is imperative that the principle strategies and investments that are recommended to clients are the very same one’s that the team uses for their own portfolios.

Mr. Morgia graduated from LeMoyne College with a Bachelor’s Degree in Business & Finance. He also earned the designation of Certified Investment Management Analyst from the Wharton School of Business at the University of Pennsylvania and holds Series 7, 63 & 65 licenses.

151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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