Morgan Ralph, Cfa
About Morgan Ralph, Cfa
Morgan Ralph, CFA, is a Director at UBS in Boston, Massachusetts, where he has worked since 2021. He has extensive experience in finance, having held various positions at notable firms including Lazard Asset Management, Brown Brothers Harriman, State Street, and Lehman Brothers.
Work at UBS
Morgan Ralph has been serving as a Director at UBS since 2021. Based in Boston, Massachusetts, he has contributed to the firm's operations for three years. His role involves overseeing various financial strategies and managing client relationships, leveraging his extensive experience in the finance sector.
Previous Employment History
Before joining UBS, Morgan Ralph held several positions in prominent financial institutions. He worked at Lazard Asset Management in 2006 for seven months, focusing on Global Fixed Income Portfolio Management. He then joined Lehman Brothers as an Analyst in Capital Advisory from 2007 to 2008. Following this, he was an Associate in Institutional Equities at Brown Brothers Harriman from 2008 to 2012. Morgan also spent seven years at State Street, where he served as Vice President for both Investable Indices and Outsourced Trading Solutions.
Education and Expertise
Morgan Ralph earned a Bachelor of Arts degree in Economics from New York University, where he studied from 2003 to 2007. He also attended Berkshire School from 1999 to 2003. His educational background provides a strong foundation for his expertise in finance and investment management, contributing to his roles in various financial institutions.
Career Progression
Morgan Ralph's career in finance began with his role as an Analyst at Lehman Brothers in 2007. He progressed through various positions, including an Equity Research Analyst at FINARC Investment Management for six months in 2013. His trajectory continued at State Street, where he held two Vice President roles before transitioning to UBS. This career progression highlights his adaptability and growth within the financial services industry.