Morgan Sizer

Morgan Sizer is the Chief Investment Officer at Legacy Capital Wealth Partners in Little Rock, Arkansas, where he oversees the firm’s investment strategy and portfolio management for high-net-worth individuals and institutional clients. Sizer specializes in asset allocation, risk management, and the use of alternative investments, focusing particularly on global equities, fixed income, and multi-asset portfolios across diversified sectors.

Prior to joining Legacy Capital, Sizer held leadership roles including Director of Portfolio Management at Trent Capital Management and Head of Asset Management and Trading at Sowell Management, giving him extensive experience in trading and portfolio construction. With more than 20 years in global financial markets, he has also earned the Chartered Alternative Investment Analyst (CAIA) designation, reflecting expertise in alternative and complex asset classes.

Sizer holds a Bachelor of Commerce in Finance from the University of the Witwatersrand, grounding his analytical and strategic approach to investment management. His significant contributions include implementing robust risk controls and expanding Legacy Capital’s offerings in alternative and traditional assets, underscoring his reputation as a leader in comprehensive wealth and asset management.