Morgan Cuthbertson

Morgan Cuthbertson is a finance professional currently serving as Vice President in the Investment Banking - Global Technology Group at Stifel Financial Corp. in Boston, Massachusetts.1 Her career trajectory includes:

Professional Experience

Current Role:

• Vice President, Investment Banking - Global Technology Group at Stifel Financial Corp. (July 2021 - Present)1

Previous Positions:

• Senior Associate at Progress Partners (August 2020 - July 2021)1
• Associate at Progress Partners (August 2018 - August 2020)1
• Senior Analyst at Progress Partners (July 2017 - August 2018)1
• Analyst at Progress Partners (February 2016 - July 2017)1

Education and Certifications

• Business/Commerce degree from The University of Western Ontario (2010 - 2014)1
• Series 79 and Series 63 certifications from FINRA (Issued January 2022)1

Additional Roles and Interests

• Board Member, Secretary, and Treasurer at CENE - The Canadian Entrepreneurs in New England (April 2018 - Present)1
• Engaged in acquisition, strategic exit, and capital raising advisory for technology companies1
• Active member of the Boston finance and startup community1
• Speaker at industry events1
• Avid runner, sailor, cyclist, and skier1

Morgan's professional focus is on technology companies, where she provides advisory services for acquisitions, strategic exits, and capital raising.12 Her experience spans various roles in the financial sector, demonstrating a steady progression in her career from analyst to her current executive position.1