Bridge the gap between theory and real-world application by connecting participants with seasoned industry professionals.
Leverage digital platforms to deliver our educational content globally, transcending geographic and socioeconomic limitations.
Provide online/in-person educational workshops that distill complex concepts into digestible, easy-to-understand content.
what we do
In-Person / Online
Financial Workshops
Our educational workshops bridge the gap between theory and practice.
1-on-1 intensive coaching sessions
Coaching assessments reveal ideal career paths and investment strategies.
online
Education Platform
Education should be accessible to all, so we leverage digital platforms to reach participants globally.
Sigmund Morriar, Jr is the Founder and Executive Director of SPM Wealth, LLC. He is responsible for setting and executing the company’s strategy.
Mr. Morriar has over 12 years of experience in the financial services industry, beginning in 2012 in Wells Fargo Advisors' wealth, retirement, and brokerage group. He then spent time on the buy side in the portfolio engineering of The Boston Company Asset Management before moving to the sell side at a global macro research firm.
In 2015, he began working for FinTech, specializing in risk management and reporting for student loan asset-backed securities. In 2019, Mr. Morriar joined a publically traded asset management firm to direct a risk management vertical.
Mr. Morriar holds a bachelor’s degree in Finance from Gordon College.
background
Contact
Phone
(203) 442-1748
contact@spmwealth.com
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