Morgan Roberts

08.09.2021

Morgan is a Registered Investment Adviser and responsible for managing the complexities of large family office client relationships. He is a member of Manchester Capital’s Investment Strategy Group, overseeing the firm’s investment strategy and process.

Morgan received his M.B.A. with a concentration in Finance from Northeastern University and his B.A. with a concentration in Economics from the University of Vermont. Outside the office, Morgan can be found on the ski slopes during the winter months and on Lake Champlain during the summer months.

RELATED VIEW POINTS

2025 By the Numbers

It is once again that most joyous time of year where we step back to take time with our families, reflect on the accomplishments of the year that has...

Protect What Powers You: Strategic Health & Care Planning for Generational Resilience

For ultra high-net-worth (“UHNW”) families, integrating health into wealth planning isn’t optional — it’s essential for legacy,...

Beyond the Hype: The Rise, Reckoning, and Future of ESG Investing

Can you invest in a way which is environmentally and socially conscientious while still producing solid returns? ESG—shorthand for Environmental,...