As a Relationship Manager, Morgan serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. With a background in technology risk consulting and internal audit, Morgan’s skillset includes assessing and managing potential risk and creating efficiencies with process improvement recommendations.
Prior to joining Willow Street, Morgan was a senior associate consultant at RSM, where he was responsible for audits and consulting projects for financial institution and technology clients across the Mid Atlantic. Most recently, he assisted investment managers and insurance companies with service organization controls compliance to gain assurance over financial reporting and user data and information.
Morgan earned his BBA in Accounting from James Madison University and moved to Jackson from Richmond, Virginia in 2021. He enjoys playing golf, skiing, cycling, live music, and the many other great offerings in Jackson.
What’s your favorite way to spend a winter or spring day in Jackson?
Prior to moving to Jackson full time I have only experienced winter and summer, so I look forward to the change in seasons and the accompanying activities. In the winter, I love a breakfast at Nora’s Fish Creek followed by skiing in the Village or on Teton Pass with friends. In the spring, I imagine I’ll enjoy riding my bike on the many trails Jackson offers or spending a day floating and fishing the Snake.
What’s the best piece of advice you’ve ever been given?
“Time is a currency, spend it wisely.” A college professor lectured on this topic, and it has always stuck with me as a reminder to maximize the experiences and opportunities that life presents. From family and friends to hobbies and skills, the time we invest in ourselves and others is incredibly valuable and should be cherished to the fullest.
What’s the favorite place you have travelled to and why?
Rafting down the Colorado River at the bottom of the Grand Canyon for 21 days in 2013 stands out as a trip of a lifetime. I had no access to technology and contact from the outside world as I rafted through the physical evidence of time. Aside from the rapids, there were endless side canyons, springs, ruins, flora and fauna to learn about and explore. I will forever be grateful for this experience and all the natural wonders of the world.
Please join us in welcoming Morgan.