Spinnaker Investment Group CEO Morgan Christen this week was named by business publication OC Business Journal as one of a select group of “Distinguished Leaders in Wealth Management.” The weekly publication selected honorees through a nomination and editorial department review process.
Among the hallmarks of leaders recognized include standout professional capabilities and accomplishments in their practice. Leaders such as Christen are instrumental in preparing one’s entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized plans for investing, charitable giving, and other specific needs, according to the publication.
Spinnaker Investment Group has been recognized in the local business media for three consecutive years as one of the region’s fastest-growing private companies, growing an average of nearly 65% year-over-year. Over the past five years, the firm has launched a number of client service innovations while expanding its staff from three to 10 professionals, relocated to larger offices, and increased assets under management from $100 million to more than $500 million.
Christen has spearheaded a variety of initiatives and strategic services such as “Women & Wealth”, empowering women on their journey to financial freedom; SpinnLaw, concierge financial services tailored to attorneys; SpinnTax, a separate business offering tax services to existing clients; as well as a series of quarterly market reports and educational videos discussing the most current trends and topics in the market today.
In addition to serving as its CEO, Morgan Christen is also co-founder and Chief Investment Officer for Spinnaker, leading his firm’s investment committee in building customized portfolio solutions for high-net worth clients. His active certifications include the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) and he is a past board member of the CFA Society of Orange County.
Prior to co-founding Spinnaker Investment Group, Christen founded and led Signature Resources Capital Management, LLC in Irvine and also served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach.
An MBA graduate from Pepperdine Graziadio Business School, Christen has more than 29 years of investment management experience and numerous professional certifications. Along with his MBA, he holds a BS in Business Finance from the University of Southern California.
Spinnaker Investment Group: Wealth Reinvented
An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. Spinnaker’s services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, and Securities and Insurance. Spinnaker serves a broad customer base throughout Southern California, along with many clients across the United States.
For more information on Spinnaker Investments, visit www.SpinnInvest.com.