Anne Elizabeth Morgan is a Portfolio Analyst at Truxton Wealth, where she contributes to equity research, portfolio analysis, and investment operations. Anne Elizabeth graduated magna cum laude from the Knauss School of Business at the University of San Diego and earned her Bachelor of Business Administration in Finance.
Prior to joining Truxton in 2026, Anne Elizabeth assisted the equity research team at RBC Capital Markets, where she supported company analysis and built tools to track key catalysts across the Life Science Tools and Diagnostics sector.
