Morgan serves as a primary financial planning liaison and works closely with the investment management team to develop client portfolio solutions. Prior to joining North American Management in 2019, she spent several years at TwinFocus Capital, where she worked as a member of the advisory team to implement integrated wealth management solutions for family office clients. Before that, she worked on the Client Service Team at Windhaven Investment Management, a division of Charles Schwab Investment Advisory, Inc. She started her career as a Registered Financial Professional Associate at Prudential Insurance.
Morgan currently resides in the South End and loves trying new restaurants and exploring the area. Born and raised in Cleveland, she is an avid sports fan and enjoys playing tennis while away from the office.
- BA — Political Science, Trinity College
Morgan serves clients at our Boston, MA office.
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