Adam Morrow is a Portfolio Manager at LGT where he manages discretionary portfolios for US connected clients. Formerly, he was an Investment Consultant at Credit Suisse in London and Banker at J.P. Morgan in New York, responsible for endowment and foundation relationships. Prior to his former roles, Adam was a member of J.P. Morgan's Cross Border Advisory Team which focused on the planning needs of multijurisdictional, high-net-worth families with members and assets in various countries around the world.
Adam has served as trustee for the Episcopal Diocese of New York , Diocesan Investment Trust, and parish of St. Mary the Virgin in Times Square where, collectively, he oversaw the administration of over $100 million in investable assets and several billion dollars in real assets.
Adam holds a Master of Finance from Sidney Sussex College, Cambridge, Master of Accounting from the College of William & Mary, and Bachelor of Science, summa cum laude, from the University of Alabama. Adam is a New York State CPA (inactive) and CFA Level II candidate.