Senior Wealth Manager, Partner
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.