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Alyssa Morris
Alyssa Morris
Analyst | Freestone Capital Management
California, San Francisco, United States
Alyssa Morris
Summary
Alyssa Morris is a seasoned wealth advisor based in San Francisco, specializing in financial planning for high net worth individuals and families. With a robust background in investment banking and corporate law, she transitioned to wealth management to create a more personal impact in her clients' financial lives. Alyssa's mission is to empower her clients to make confident financial decisions, ensuring their wealth is built and protected over time. She has held significant roles in prominent firms such as UBS and Latham & Watkins, demonstrating her expertise in mergers, acquisitions, and financial planning. Her approach is client-centric, focusing on tailored strategies that align with each client's unique goals. Alyssa's education from Georgetown University and the Wharton School underscores her strong foundation in finance and law, equipping her to navigate complex financial landscapes. She is passionate about helping others achieve peace of mind regarding their financial futures.
Alyssa Morris
Work Experience
Managing Director - Client Advisor at
Freestone Capital Management
January 2022 - Present
Alyssa Morris
Education
Wharton School, BS, Finance & Health Care Management
January 1992 - January 1996
Georgetown University Law Center, Juris Doctorate, Law
January 1998 - January 2001
Frequently Asked Questions about Alyssa Morris
What is Alyssa Morris email address?
Alyssa Morris's primary email address is *******@freestonecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Alyssa Morris work for?
Alyssa Morris is a Analyst at Freestone Capital Management.
Where Alyssa Morris graduated from?
Alyssa Morris holds a degree in null from Wharton School.
How can I directly contact Alyssa Morris?
To contact Alyssa Morris directly, you can use the email address *******@freestonecapital.com. Complete contact information is available upon registration with Muraena.
Who is Alyssa Morris?
Alyssa Morris is a seasoned wealth advisor based in San Francisco, specializing in financial planning for high net worth individuals and families. With a robust background in investment banking and corporate law, she transitioned to wealth management to create a more personal impact in her clients' financial lives. Alyssa's mission is to empower her clients to make confident financial decisions, ensuring their wealth is built and protected over time. She has held significant roles in prominent firms such as UBS and Latham & Watkins, demonstrating her expertise in mergers, acquisitions, and financial planning. Her approach is client-centric, focusing on tailored strategies that align with each client's unique goals. Alyssa's education from Georgetown University and the Wharton School underscores her strong foundation in finance and law, equipping her to navigate complex financial landscapes. She is passionate about helping others achieve peace of mind regarding their financial futures.
Alyssa`s contact details
*******@freestonecapital.com
***********@mac.com
*************@ubs.com
*************@lw.com
Colleagues
Tax Senior
English Teacher
Supplemental Instruction Mentor
Managing Director - Client Advisor
Managing Director
Financial Advisor
Student Assistant
Client Service Coordinator
Audit Manager
Chairman