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

2024 by the Numbers 

A lot happened in 2024 and it was not easy to characterize. Read below for a few of the significant events that we were reminded of as the year comes...

Estate Planning: No Time Like Now

The election is over, and it was a sweep by the republicans. For many, this seems to mean lower taxes, including the continuation of beneficial...

Investing with Impact

In this MCM Video Insight, Phil Kirshman, Director of Impact Investing at Manchester Capital Management, introduces impact as a third variable in the...