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Annabel Morgan
Private Wealth Advisor @高盛
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WORK HISTORY
Private Wealth Advisor @高盛
Dallas, TX, US
Serves as a trusted advisor to ultra-high net-worth individuals, family offices, and private foundations• Supports clients with investment and other wealth-related advisory services, based on client\'s goals, values, and priorities • Collaborates with Goldman Sachs experts in investment strategy, asset allocation, portfolio management, manager selection, tax solutions, trust and estate planning, wealth transfers, liquidity and lending, philanthropy, & family governance to bring the best of the firm to the client in a proactive and holistic fashiongs.com/social-media-disclosures
EDUCATION
The University of Texas at Austin
Bachelor of Arts (B.A.), Psychology
Southern Methodist University
Master of Business Administration - MBA
ABOUT ANNABEL MORGAN
Annabel Reeves Morgan is a Private Wealth Advisor at Goldman Sachs. She and her team work closely with clients - ranging from entrepreneurs & executives to multigenerational family offices - to help them maximize their impact by leveraging the best-in-class advice and resources of Goldman Sachs. Annabel is known for being a thoughtful connector and community builder. As a 7th generation Texan, she is particularly proud to support the booming business ecosystem in her state. Annabel completed her MBA at the SMU Cox School of Business, where she was named a Poets & Quants \"Best & Brightest MBA\" for 2022. During her MBA, she worked in a variety of investment & strategy roles, including with: Goldman Sachs, Venture Dallas, Clearco, Blossom Street Ventures, Interlock Partners, and Mayor Eric Johnson\'s Task Force on Innovation and Entrepreneurship. She also spearheaded SMU\'s Accelerator for student entrepreneurs within the Graduate Entrepreneurship Club. After graduating with honors from The University of Texas at Austin, Annabel began her career working with technology companies and PE/VC firms at Silicon Valley Bank and First Republic Bank in the San Francisco Bay Area.
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