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.
A consistent request from almost all families Manchester has served over the last thirty years is for guidance on how to talk about money. Both...
Manchester Capital's Managing Director, Christine Kaming Tomas recently sat down with Rabbi Yechezkel "Zeke" Moskowitz, a third-generation business...
Investing is more than a financial exercise. The most seasoned investor feels a twinge of fear and concern when volatile markets react negatively to...
