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About
Micah Morris is an Investment Analyst at SEGMENT WEALTH MANAGEMENT, LLC in Dallas, TX, where he supports portfolio management, investment research, and client reporting. His responsibilities include analyzing market trends, evaluating investment opportunities, and assisting in the development of customized wealth management strategies for clients. Micah focuses on equities, fixed income, and alternative investments, with particular interest in technology, healthcare, and real estate sectors.
Prior to joining SEGMENT WEALTH MANAGEMENT, Micah served as a Global Finance and Business Management Analyst at JPMorgan Chase & Co., where he contributed to financial planning, risk analysis, and strategic initiatives across global markets. He also gained early experience as a Banking Development Intern at Amegy Bank, supporting commercial lending and client relationship management.
Micah holds a Master of Business Administration (MBA) in Investment Finance from SMU Cox School of Business and a Bachelor of Business Administration (BBA) in Finance from Baylor University. His expertise spans investment analysis, portfolio construction, and financial modeling, with a strong commitment to delivering data-driven insights and client-focused solutions in the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Segment Wealth Management, LLC | Investment Analyst | Jul 2025 to Present | — |
| JPMorgan Chase & Co. | Global Finance and Business Management Analyst | Jul 2022 to May 2024 | — |
| Amegy Bank | Banking Development Intern | Jun 2021 to Aug 2021 | — |
| Stewart Title | Financial Analyst Intern | Jun 2019 to Sep 2020 | — |
| The Dinerstein Companies | Finance and Market Research Int | Jul 2020 to Aug 2020 | — |
Education
SMU Cox School of Business
Master of Business Administration - MBA, Investment Finance
2024 — 2025
Baylor University
Bachelor of Business Administration - BBA, Finance, General
2018 — 2022
Others at Segment Wealth Management, LLC (3)
| Name | Role | Location |
|---|---|---|
| Senior Analyst | Houston, TX , United States | |
| Senior Portfolio Manager | Houston, TX , United States | |
J Jen Heerensperger | Client Advisor | Portfolio Manager | Houston, TX , United States |
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M Marc Forn Canabate | Senior Analyst | Inscription Capital, LLC | Houston, TX , United States |
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| Portfolio Manager | Corda Investment Management, LLC. | Houston, TX , United States | |
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| Portfolio Manager | Financial Synergies Wealth Advisors, Inc. | Houston, TX , United States | |
| Chief Investment Officer | Managing Partner | Financial Synergies Wealth Advisors, Inc. | Houston, TX , United States |