Thibaut Morillon
PhD Finance
Director of Portfolio Analytics
At the Intersection of Finance, Technology, and Innovation
As Director of Portfolio Analytics at Strategic Advisory Partners, Thibaut Morillon, Ph.D., strengthens the firm’s investment research and portfolio construction process with a data-driven, academically informed approach. He partners closely with the investment team to enhance portfolio design, support disciplined decision-making, and deepen the analytical foundation behind SAP’s strategies.
Thibaut brings a decade of experience at the intersection of finance, quantitative research, and applied technology, with a particular specialization in cryptocurrency and blockchain markets. His work blends traditional finance with emerging digital asset research, giving SAP a broadened perspective on market innovation and the evolving investment landscape.
In addition to his work with SAP, Thibaut serves as an Associate Professor of Finance at Elon University, where he teaches courses in financial innovation and conducts award-winning research on artificial intelligence, blockchain, crypto markets, and portfolio analytics. His academic work is widely recognized within the finance research community and reflects his commitment to bridging theory with real-world application.
Earlier in his career, Thibaut worked in wealth management with LCL Bank in France, giving him firsthand insight into client needs and portfolio implementation.
Thibaut holds a Ph.D. in Finance from the University of Missouri and an MBA in Finance from Southeast Missouri State University. He also earned both his Master’s and Bachelor’s degrees from the University of Versailles in France.
Originally from France, Thibaut now calls North Carolina home. Outside of markets and the classroom, he enjoys spending time with his wife and children and mentoring students as they enter the finance profession.
Portfolio Construction & Optimization
Asset Allocation Strategy
Market Research & Economic Analysis
Cryptocurrency & Digital Asset Research
Risk Management & Stress Testing
Performance Measurement & Reporting
Applied AI & Advanced Analytics
Investment Due Diligence
Recent Blogs & Content
AI vs. Human Financial Advisor: Why the Relationship Still Matters
In a World of AI and Automation, the Relationship Still MattersThere is no denying it. Technology has fundamentally changed the way we invest. We can access markets instantly. We can track performance in real time. We can model scenarios, rebalance portfolios, and...
Trump Accounts
Trump Accounts: A Smart Head Start for Your Child’s Financial FutureIf you’ve welcomed a new baby recently or are planning to in the next few years, there’s a new opportunity worth understanding. It’s called a Trump Account, and while it may not get as much attention...
Downstream Decisions: Why RMDs Matter Long Before They Start
Downstream Decisions: Why RMDs Matter Long Before They StartMost people think about Required Minimum Distributions (RMDs) right around the time they are forced to take one. Until then, RMDs feel like a future technicality. In reality, the most important RMD decisions...
Built for the Storm
Built for the Storm: How We Engineer Resilience Into Your Financial PlanEvery investor knows market volatility is inevitable. Economic uncertainty isn't a temporary event; it's a permanent feature of the global financial landscape. When headlines scream about...
3 Questions Every Family Should Be Asking About Their Financial Plan
3 Questions Every Family Should Be Asking About Their Financial PlanMost people measure the success of their financial plan with a single question: "How are my investments performing?" While performance is important, it is the result of a plan, not the plan itself. To...
We Don’t Time the Market
We Don’t Time the Market, Here’s What We Do InsteadThe temptation is universal. When markets surge, investors feel the need to chase the rally. When volatility hits and the news reports "chaos," the instinctive urge is to panic-sell. This emotional cycle of buying...
