Jeff Morgan, CFA

Director and Investment Analyst

St. Louis, MO


Mr. Morgan joined Advisory Research, now part of Tortoise, in 2012, and is an investment analyst focused on Tortoise’s energy infrastructure portfolios. He previously served as a research analyst in the equity research department at Wells Fargo Securities (previously A.G. Edwards & Sons, Inc. and Wachovia Capital Markets, LLC) covering MLPs. Prior to that he worked as a research analyst following the oilfield services sector at A.G. Edwards & Sons, Inc. Mr. Morgan holds a Bachelor of Science degree in business administration with concentrations in finance and banking from the University of Missouri-Columbia. He is a CFA®  charterholder.

Jeff Morgan, CFA

8235 Forsyth Blvd.

St. Louis, MO 63105

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