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Alyssa Morris

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Alyssa Morris

Analyst | Freestone Capital Management

California, San Francisco, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Alyssa Morris

Work Experience

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Managing Director - Client Advisor at

Freestone Capital Management

January 2022 - Present

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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

mail

*******@freestonecapital.com

***********@mac.com

*************@ubs.com

*************@lw.com

Colleagues

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Nick Bucklin

English Teacher

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Aaron Sellsted

Supplemental Instruction Mentor

Ned Doubleday

Managing Director - Client Advisor

Robert Downer

Managing Director

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Trevor W Sharp

Financial Advisor

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Jacob Cahn

Student Assistant

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Amanda Brueggeman

Client Service Coordinator

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Virginia Leong

Audit Manager

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