Anne Morris Senior Portfolio Advisor
Joined Northern Trust
Education
- Masters in Business Administration with an emphasis in Finance, San Diego State University
- Bachelor of Arts in Economics, Kalamazoo College
Credentials
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
Expertise
Anne Morris is a Vice President and Senior Portfolio Advisor Manager for Northern Trust in San Diego. She has over 30 years of investment experience and is committed to helping high net worth individuals, families and foundations meet their financial goals and objectives.
Experience
Prior to joining Northern Trust, Anne worked in Financial Planning and Investment Management. Anne was a Senior Portfolio Manager at Brandes Investment Partners for a decade. Anne also worked at The Gensler Group, Manning Wealth Management as a Wealth Advisor and at Fidelity Investments.
Community Involvement
Anne volunteers and helps raise funds for her local community. Anne is passionate about empowering women to deal effectively with money. She has enjoyed teaching financial education classes for women who have been widowed or who are in transition.