Advisors
Tony Morgia
Managing Director, Partner
Tony Morgia began his portfolio management career in 1968 at Spencer Trask. Mr. Morgia has experienced firsthand just about every type of market, from the best bull markets of the 1990s to the very bearish market on the 1970s. He has a keen ability to look at the macroeconomic picture and relate it to the investment process. Mr. Morgia’s success has come from the application of a long-term investment approach that focuses on investing in companies at the right price.
Mr. Morgia spends the majority of his time meeting with clients and assisting them with their long-term financial plans. He also uses his many years of investment experience to help analyze potential investment opportunities.
Mr. Morgia is a graduate of Lemoyne College, with a Bachelor’s degree in Business/Finance. He did graduate work at St. Lawrence University, and trained for Wall Street at the New York Finance Institute. Mr. Morgia is a past member of the Board of Directors of the Northern New York Community Foundation, the Northern New York Builders Exchange, WNPE/WNPI Public Television, and St. Anthony’s Apartments. He holds Series 7 & 63 licenses.
Michael Morgia, CIMA®
Managing Director, Partner
Mr. Morgia began his career at Smith Barney in 1988. Over those years he has worked to identify and define the characteristics that their team uses to evaluate and analyze investment opportunities. Building on the investment philosophies developed by Tony Morgia over the years, Michael Morgia has refined the team’s investment discipline greatly with the development of a unique process to vet and analyze potential investments. As a result of these efforts, Mr. Morgia is currently the team’s lead equity portfolio manager. He is responsible for the research and analysis of both current portfolio holdings and potential new investment opportunities. Mr. Morgia graduated from Lemoyne College with a degree in Business/Finance. He also received the designation of Certified Investment Management Analyst from the Wharton School of Business at the University of Pennsylvania.
Mr. Morgia has his Series 7, 63 & 65 licenses.
Philip (P.J.) Banazek, CFP®
Managing Director, Partner
Prior to joining HighTower as a Managing Director, Partner, Mr. Banazek was a Senior Portfolio Management Director at Morgan Stanley Smith Barney and spent 12 years in the field of accounting as a Certified Public Accountant. During his time as a CPA, Mr. Banazek consulted with many financial institutions, helping him to develop skills in evaluating and building fixed income portfolios. He is currently responsible for identifying the fixed income investment opportunities for clients’ portfolios.
Mr. Banazek is a graduate of LeMoyne College. He was licensed as a CPA in 1993 and is a member of the American Institute of Certified Public Accountants. Mr. Banazek also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and his Series 7, 63 & 65 licenses.
Mark Banazek
Financial Advisor
Mark Banazek joined The Morgia Group in 2004. Prior to joining the team Mr. Banazek was a financial consultant for two large banking firms. He helps many clients to reach their financial goals. Mr. Banazek’s primary focus is on customer relations, client service, and financial planning.
Mr. Banazek graduated from Texas A&M University with a Bachelor of Business Administration in 1991. He holds Series 7, 63 & 65 licenses.