Andrew Morgan, CPA, serves as the Chief Investment Officer of TM Advisors. In this role, Andrew is responsible for developing and communicating the firm’s investment strategy, conducting in-depth investment analysis, managing portfolio risk, and overseeing capital allocation decisions. He also leads the evaluation of new investment opportunities, ensuring the firm achieves strategic and financial objectives for clients.

Andrew also specializes in Merger & Acquisition advisory, guiding clients through transactions to drive strategic growth and maximize shareholder value. His expertise spans financial analysis, valuation, deal structuring, and negotiation, ensuring clients achieve optimal outcomes in complex transactions.

Andrew joined TM Advisors in 2020, bringing with him five years of experience at a large regional investment firm in the Midwest, where he specialized in mergers, acquisitions, and private investment analysis. He was educated at Michigan State University and the London School of Economics and became a Certified Public Accountant in 2017.

In addition to his work at TM Advisors, Andrew also serves as the Chief Investment Officer for Taylor Capital, LLC, where he applies his expertise in shaping investment strategies and overseeing investment analysis of both stabilized and development opportunities.