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Morgan Newman

Financial Advisor at Morgan Stanley Wealth Management

Morgan Newman, a financial advisor at Morgan Stanley, has a unique background rooted in grassroots economic development and impact investing.

After studying Economics with minors in Mathematics and International Politics at Bucknell University, Morgan's career evolved through roles at organizations like Winrock International and Cardno Emerging Markets.

Her passion for educating and empowering others drove her to create innovative investment programs like Money Mavens and Passion Portfolios, aimed at making wealth management approachable for millennials.

Additionally, Morgan leads the Achieving Women Seminar Program at the Newman Group, advocating for women's empowerment through financial education.

As the President of the NYC Chi Omega Alumnae Chapter and active member of various organizations like Crossfit SPOT Competition Team and Junior Committee of the Alzheimer's Association, Morgan balances her professional and personal interests seamlessly.

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Location

Greater New York City Area