Wealth Management - Institutional Investment Solutions - Senior Portfolio Manager - Executive Director

Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within . Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates combining Discretionary and Consultative/Advisory approaches.

IIS designs, implements, and manages these solutions by leveraging the full breadth of . Morgan Asset & Wealth Management’s investment capabilities—drawing on both in-house expertise and leading external managers.

We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-h...