Andrew Morgasen
Financial Advisor
Introduction
My name is Andrew Morgasen. I have 14 years of experience working with high net worth families, businesses and non profit organizations. I completed my MBA in finance at Hofstra University and dual Bachelor of Arts degrees in Psychology and Music Theory/Composition at SUNY Albany. I have experience in building tax efficient investment strategies, navigating complex situations, and coming up with creative solutions. Having a solid investment portfolio is important, but having a good financial plan is the key to success.
When I am not in the office I enjoy spending time with my wife, Sheri, and our two children, Josh and Melanie. Whether it’s Flag Football, Soccer, gymnastics, dance, swimming, or any other activity, they can expect Mom and Dad to always be there. I also love to play pickleball, and listen to just about any type of music.
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Christie Terranova
Office Administrator
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Executive Team
Giancarlo Foti
CEO & Founder
James Slaughter
President, CGO & Founder
Location & Contact Information
425 Broadhollow Road, Suite 422, Melville, NY 11747
Suite 422
Melville, NY 11747