InvestEdge, Inc., a rapidly growing provider of wealth management solutions to large HNW and UHNW investment firms, has named Michael Morgart to the newly created position of Vice President of Professional Services. Morgart brings more than 20 years of experience in the trust and wealth management industry.
In his new position, Morgart will help to ensure the continued success of existing and future InvestEdge customers. He will oversee critical components such as client implementations, release management and rollouts, business analysis, and custom development.
“InvestEdge has a solid reputation for delivering on our commitments,” says Bob Stewart, CEO of InvestEdge. “The addition of Mike to our team will further enable us to provide the level of expertise, service and support our customers have come to expect. He is a proven business leader with a solid relationship management and project delivery track record. We’re thrilled to have him.”
Morgart joins InvestEdge following a 15 year career at SEI (Nasdaq: SEIC). His most recent position was as Director, Private Banking Project Management Office at SEI. In the role, he led a team of project managers in the U.S. and U.K. to deliver the firm’s Private Banking client implementation projects. Prior to SEI, Morgart was a Trust Systems Manager for FirstMerit.
Morgart earned his Bachelor of Science in Business Administration from the University of Akron, in Akron, OH.