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Are you ready to give yourself, your leaders, and every employee the opportunity to live the ideal life? In this conversation, you will hear how Entrepreneurs and their leadership teams are creating the possibility for everyone in the organization to thrive. Attract great people to your organization, retain your best people, and increase the motivation of everyone by committing to living and advocating everyone take the journey to a thriving EOS life where everyone is doing what they love with people they love, making a great contribution, being compensated appropriately, and having plenty of time for their families and other passions. If these conversations resonate with you and you want to participate in the discussion, you can catch me on LinkedIn or on my Website willcrist.com
Episodes
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
Morgan Christen is the Chief Executive Officer and Chief Investment Officer of Spinnaker Investment Group, LLC. In this role, he leads the investment committee in building customized portfolio solutions for high-net worth clients. Mr. Christen brings 26 years of investment management experience. Morgan founded and led Signature Resources Capital Management, LLC in Irvine as the Chief Investment Officer/Portfolio Manager in charge of research and asset allocation. Prior to joining Signature, he served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach. Additionally, he acted as the Vice President of Dolphin Securities Inc., a regional broker dealer and managed the firms’ 30 representatives. He holds a Bachelors of Science in Business Finance from the University of Southern California and an MBA from Pepperdine University. In addition, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations and served as a board member of the CFA Society of Orange County.
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