Mr. Morrison is responsible for working with clients to understand their financial goals and objectives and develop customized strategies that include cash management, investment management, wealth advisory and trust services.
Prior to joining Boston Private, Mr. Morrison was a Vice President at U.S. Trust where he served as a Private Client Manager for the bank’s most prominent clients performing advisory services, financial planning and overall relationship management. Mr. Morrison’s previous experience includes six years with Bank of America and FleetBoston Financials Global Wealth and Investment Management group.
Mr. Morrison received his Bachelor of Arts degree in Economics from Stonehill College. He also holds a Master of Business Administration and Master of Science in Finance with a concentration in Asset Management and Corporate Finance from the Carroll School of Management at Boston College. He is a CERTIFIED FINANCIAL PLANNERTM.
Mr. Morrison’s community activities have included board responsibility and fundraising for the Alzheimer’s Association. He has also been involved in fundraising activities for Stonehill College and served as an ambassador for Boston College’s Graduate Studies program.
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