Andrew Morgan, CPA, serves as the Chief Investment Officer of Taylor Capital, LLC. In this role, Andrew is responsible for developing and communicating the firm’s investment strategy, conducting in-depth investment analysis for both stabilized and development opportunities, managing portfolio risk, and overseeing capital allocation decisions. He also leads the evaluation of new investment opportunities and strategic partnerships, ensuring that the firm remains agile and forward-looking in its approach to investments.
Andrew joined Taylor Capital, LLC, in 2020, bringing with him five years of experience at a large regional investment firm in the Midwest, where he specialized in mergers, acquisitions, and private investment analysis. Andrew was educated at Michigan State University and the London School of Economics, and he became a Certified Public Accountant in 2017.
In addition to his work at Taylor Capital, LLC, Andrew also serves as the Chief Investment Officer for Taylor & Morgan Asset Management, where he applies his expertise in shaping investment strategies and ensuring sound financial planning across both firms.