An accomplished financial services professional, Morgan arrived at TwinFocus with many years of experience in the financial services industry. Prior to TwinFocus, Morgan spent three years on the client services team for an investment advisory firm in the Boston area. There, she was the lead support for all Institutional and Advisory client relationships. Morgan is working towards her Series 65 to become a Registered Investment Advisor.
Born and raised in Cleveland, Morgan grew up passionate about tennis. An accomplished competitor, Morgan won the Ohio State Doubles Championship in her division. She went on to continue her athletic pursuits at Trinity College in Hartford, Connecticut.
While she may always be a Midwesterner at heart, Morgan has grown to love the east coast lifestyle. Whether it’s skiing in Vermont during the winter or paddle boarding in the summertime, Morgan takes advantage of all that living on the East Coast has to offer.