SENIOR ASSOCIATE, CLIENT ADVISORY

Morgan Dorsey


As a Senior Associate in the firm’s Client Advisory Group, Morgan plays an integral part in supporting the complex needs of the firm’s esteemed clientele.

Morgan works directly with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach.

SENIOR ASSOCIATE, CLIENT ADVISORY

Morgan Dorsey


As a Senior Associate in the firm’s Client Advisory Group, Morgan plays an integral part in supporting the complex needs of the firm’s esteemed clientele.

Morgan works directly with the firm’s Directors to implement integrated wealth management solutions for family office clients under TwinFocus’ total balance sheet approach.

HISTORY


An accomplished financial services professional, Morgan arrived at TwinFocus with many years of experience in the financial services industry. Prior to TwinFocus, she 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.

EDUCATION


Morgan is a duly Registered Investment Advisor and has successfully obtained her Series 6, 63, 65, and Life/Health Insurance designations. She is currently pursuing her Certificate in Financial Planning through Boston University.

Morgan is a graduate of Trinity College where she obtained a B.A. in Political Science.

OUTSIDE THE OFFICE


Born and raised in Cleveland, Morgan grew up with a passion for tennis. As 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 enjoying the beach in the summertime, Morgan takes advantage of all that living on the East Coast has to offer.