Michelle Morris

An experienced leader in the financial services industry, Michelle has cross divisional expertise in banking and capital markets, asset management and wealth management at leading global financial services firms. Michelle has broad experience in financial strategy, origination, investment due diligence and business development resulting from her current role at a leading global financial services firm where she provides strategic guidance on portfolio construction across private markets investment strategies as well as her previous experience in the Investment Banking and Asset Management divisions of Citigroup.

Michelle also has experience as a senior relationship manager for business development with public and corporate pension plans and foundations and endowments. Previously, Michelle held various positions at Citigroup in corporate M&A, private equity fundraising,institutional investment management and municipal finance banking.

Michelle received a B.A. in Economics from the University of Pennsylvania and an M.B.A. from Harvard Business School. She holds Series 24, 7and 63 FINRA licenses. Michelle is a board member of 100 Women in Finance, a non-profit organization with over 15,000 members across 26 global locations, where she serves on the Audit Committee and a board member of Brightpoint Care, a subsidiary board of Sun River Health.