Morgan Cooney

Morgan Cooney is a seasoned professional in wealth management with extensive experience in client relations and service. Currently serving as a Senior Wealth Client Service Specialist at MAI Capital Management, LLC since October 2022, Morgan has also held the position of Client Relations Manager at True Capital Management since January 2018. Prior experience includes working as a Family Wealth Analyst at GenSpring Family Offices from January 2014 to June 2017, where Morgan was also a dual employee of SunTrust Bank. Morgan began a career in client account management at CSI Capital Management from August 2007 until its acquisition by SunTrust Bank in May 2011, continuing in the same role until January 2014. Morgan earned a Bachelor of Business Administration with a focus on Marketing from Loyola Marymount University between 2003 and 2007.