Morgan Evans

Analyst-Equity at

Alpha Cubed Investments LLC

Finance

Profile

Ms. Morgan E.
Evans is a Portfolio Analyst at Alpha Cubed Investments LLC.
She is responsible for assisting the Portfolio Management team with comprehensive portfolio reviews and the preparation of daily and weekly reports to highlight key financial indicators.
She earned a Bachelor of Arts degree in economics, while showcasing her passion for learning by pursuing minors in computer science and mathematics.

Morgan Evans active positions

Companies	Position	Start
Alpha Cubed Investments LLC Alpha Cubed Investments LLC Investment ManagersFinance ACI uses both a top-down and bottom-up approach to security selection, focusing on the metrics that make an investment appropriate for client’s individual needs and portfolio. The firm employs a disciplined and managed approach to increasing market exposure when they believe valuations are low and decreasing market exposure when valuations appear high. They focus primarily on individual stocks and bonds.	Analyst-Equity	01/06/2023

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Alpha Cubed Investments LLC Alpha Cubed Investments LLC Investment ManagersFinance ACI uses both a top-down and bottom-up approach to security selection, focusing on the metrics that make an investment appropriate for client’s individual needs and portfolio. The firm employs a disciplined and managed approach to increasing market exposure when they believe valuations are low and decreasing market exposure when valuations appear high. They focus primarily on individual stocks and bonds.	Finance

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