C&N Grows Wealth Reach with AJC
With the assistance of AJ Consultants Danielle Ader, C&N (Citizens & Northern Corporation, NASDAQ: CZNC), has added to the strength of its Wealth division with the addition of Craig Morgenstern as VP & Senior Investment Officer. Morgenstern brings 15+ years of experience in investment strategy, portfolio management and financial planning to C&N. He holds a Chartered Financial Analyst (CFA®) designation and also holds the Certified Financial Planner (CFP®) designation.
“We are thrilled to welcome Craig to the team and look forward to the value he’ll bring to our clients and community members in the region,” said Philip Prough, SVP/Chief Investment Officer. Craig, has advised complex family groups and institutions on investment policy, portfolio building, and tax-efficient implementantation.
Craig resides in Newtown, PA and maintains a solid commitment to the community, serving on The College of New Jersey Foundation, as Treasurer and Finance Committee Chair, and as member of the Board of Directors of Greenwood House, a local senior living facility.
As C&N continues to build its presence, these additions to its team in the Greater Philadelphia area place even more emphasis on its comprehensive, relationship-based approach to financial services in the region.