Jeffrey Morrison
Managing Director
- Shareholder
Jeff is a Managing Director and shareholder in Pathstone’s Philadelphia metro area office, where he leads a team who advises a large and wide-ranging group of clients. Jeff works closely with his clients and their other advisors to create and execute customized financial plans and strategies. He is a patient listener and has a passion for helping clients navigate the myriad issues facing ultra-high net worth families, including educating the next generation, executing estate planning strategies, and helping investors adhere to a long-term focus during turbulent markets.
Before joining Pathstone, Jeff was an investment team leader and Partner with Veritable, LP, where he began his career over 20 years ago. Jeff earned his Bachelor of Science degree in Finance from the Pennsylvania State University, graduating with Highest Honors.
Outside of work, Jeff is busy with his wife raising their three young children. Jeff enjoys coaching youth baseball and traveling with his family, especially to the western U.S. National Parks. They also have a habit of adopting rescued Akitas.
Group
Office
Jeff is a Managing Director and shareholder in Pathstone’s Philadelphia metro area office, where he leads a team who advises a large and wide-ranging group of clients. Jeff works closely with his clients and their other advisors to create and execute customized financial plans and strategies. He is a patient listener and has a passion for helping clients navigate the myriad issues facing ultra-high net worth families, including educating the next generation, executing estate planning strategies, and helping investors adhere to a long-term focus during turbulent markets.
Before joining Pathstone, Jeff was an investment team leader and Partner with Veritable, LP, where he began his career over 20 years ago. Jeff earned his Bachelor of Science degree in Finance from the Pennsylvania State University, graduating with Highest Honors.
Outside of work, Jeff is busy with his wife raising their three young children. Jeff enjoys coaching youth baseball and traveling with his family, especially to the western U.S. National Parks. They also have a habit of adopting rescued Akitas.
