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Our Investment Team

Our Investment Team

Our team blends industry experience and quantitative research to deliver investment solutions across market cycles.

Alex Morgan

Senior Portfolio Manager

Alex Morgan leads Equitrust's portfolio management with a focus on concentrated equity and multi-asset strategies.

Samantha Lee

Head of Equity Research

Samantha Lee oversees sector research and thematic idea generation for the equities team.

Michael Chen

Quantitative Strategist

Michael Chen develops systematic models and back-tested strategies for risk-managed exposure.

Laura Patel

Head of Client Solutions

Laura Patel manages client relationships and designs customized investment solutions.

For career inquiries or to speak with our specialists, email contact@equitrust.online.