Aurelius Family Office
Morgan Rogers, CFA, CAIA
Director, Investment Operations
Financial Advisors
About Morgan
Morgan Rogers is the Director of Investment Operations at Aurelius, where he oversees client investment accounts and leads the firm’s Investment Committee. With more than six years of experience in financial services — spanning advisory, compliance, and operations — Morgan brings both strategic insight and operational precision to his role.
Legacy & Credentials
From his early service as a U.S. Army analyst to his leadership in investment operations, Morgan’s career reflects a lasting commitment to guiding clients toward their long-term financial goals.
Education
- Bachelor’s Degree in Business Management – University of Florida
Professional History
Morgan began his career with a national broker-dealer in Florida as a licensed financial advisor. He is also a former U.S. Army Signals Intelligence Analyst, serving two combat deployments with the Central Command Crisis Response Force. In addition, he has managed trading operations and contributed as an investment committee member for a registered investment advisory firm in Colorado.
Professional Certifications & Affiliations
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
Greatest Professional Satisfaction
Morgan finds fulfillment in working closely with the advisory team to design tailored investment strategies and navigate market conditions, enabling clients to achieve their long-term financial goals.
Greatest Personal Satisfaction
Morgan and his wife enjoy watching their daughter grow and explore the many adventures Colorado has to offer — from hiking and skiing to rock climbing in the mountains.
Guidance Starts Here
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