Morgen Beck

Morgen J. Beck, CFA, CFP® serves as the Managing Member for Origin Wealth Advisers. Morgen has extensive experience in capital markets, trading, and risk management. Prior to founding Origin, Morgen managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. Morgen previously traded for Trinity Derivatives Group as an equity options market maker. She focused on arbitrage and trading volatility in a market neutral portfolio. Throughout her career, Morgen has emphasized disciplined risk management. Morgen holds the Chartered Financial Analyst® designation and is also a CERTIFIED FINANCIAL PLANNER™ practitioner. She earned a Bachelor of Science Degree in Health Science from Boston University. Active in the New York community, Morgen is a member of the NY Society of Security Analysts where she serves on the Private Wealth, Global Investment and Alternative Investment Committees. She is also a member of CFA Institute. In her free time, Morgen enjoys martial arts, plays the piano and loves to cook.

Financial Planning – Stay the Course

An invested portfolio is never a stagnant one. This may seem like a ridiculous thing to say out loud—of course it isn’t stagnant, we want...

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