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.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.
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