Morgan MearsInvestment Operations Specialist
As a member of the Investment team, Morgan supports all aspects of the investment process, including modeling and execution of trades, holdings analysis, coordination with external managers, and tracking of alternative assets. He also supports account compliance by resolving accounts that are out of balance and/or drafting new investment policy statements for clients.
Before joining Pitcairn, Morgan was a Trading Specialist with Affinity Wealth Management in Wilmington, DE where he was responsible for supporting the trading and investment processes. Previously, he was an Anti-Money Laundering Compliance Analyst with JPMorgan Chase & Co. (via Digital Intelligence Systems) in Newark, DE.
Morgan earned a Bachelor of Science in Finance and Economics from the University of Delaware, Alfred Lerner College of Business and Economics.
Outside of Pitcairn, Morgan enjoys sports, travel, and the outdoors. He is a fantasy football fanatic and an avid Dallas Cowboys fan. He recently visited Busch Stadium and hopes to cross a few more stadiums off his ballpark bucket list soon. During the Summer, Morgan spends his weekends at the Delaware beaches with family and friends.