Vestmark, Inc.
Eric Morley is a seasoned professional with extensive experience in client solutions and back office operations. Currently serving as Senior Manager for Vestmark Outsourced Services at Vestmark since February 2013, Eric oversees portfolio management processes on the VestmarkONE platform. Prior roles include Client Solutions Specialist at UMB Fund Services, where responsibilities included account management and trade reconciliation, and Senior Reconciliation Analyst at JP Morgan Chase, focusing on client data accuracy for Separately Managed Accounts. Earlier in the career, Eric held positions with John Hancock Financial Services, working as both an Institutional Investment Liaison and Dealer Liaison, fostering relationships with institutional clients and broker/dealer firms. Educated at Bryant University and Boston College High School, Eric has built a robust foundation in financial services and client management.
Vestmark, Inc.
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Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients' portfolios using an innovative SaaS ecosystem.