Morgan Roberts


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.


MCM Webinars: The Direct Real Estate Opportunity

Head of MCM Real Estate Corbin Rich, Managing Director Adam Cohen, and host Christine Kaming Tomas who discuss The Direct Real Estate Opportunity....

High Interest Rates—Not the Demise of Effective Estate Planning Strategies

Regularly reviewing existing estate plans is a good financial practice, and the looming change to the lifetime estate/gift tax exemptions at the end...

Artificial Versus Human Intelligence

It seems that Chatbots and Artificial Intelligence are invading every part of modern life. According to recent news reports, over 80% of Fortune 500...