Alyssa Morris

Alyssa Morris Email and Phone Number

Wealth advisor to high net worth individuals and families @ Freestone Capital Management
Alyssa Morris's Location
San Francisco, California, United States, United States
Alyssa Morris's Contact Details
About Alyssa Morris

I am a financial advisor specializing in working with busy professionals who are motivated to organize their financial lives. I create financial plans and manage investment portfolios for my clients. In doing so, I become their partner and advocate. My mission is to help my clients make financial decisions now and in the future with confidence and to help them build and protect their wealth over time. My prior professional experiences have been primarily in investment banking and corporate law. However, I eventually reached a point professionally where I wanted my career to be more impactful on a personal level. I feel so lucky to have this career where I can be where I love (the financial world) while helping others.

Alyssa Morris's Current Company Details
Freestone Capital Management

Freestone Capital Management

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Wealth advisor to high net worth individuals and families
Alyssa Morris Work Experience Details
  • Freestone Capital Management
    Managing Director - Client Advisor
    Freestone Capital Management Jan 2022 - Present
    Seattle, Wa, Us
    As a Client Advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
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  • Parallel Advisors, Llc
    Principal
    Parallel Advisors, Llc Nov 2015 - Jan 2022
    San Francisco, Ca, Us
    View
  • Waypoint Wealth Partners
    Wealth Manager
    Waypoint Wealth Partners Dec 2014 - Nov 2015
    Mill Valley, Ca, Us
    Wealth manager providing comprehensive, customized, financial planning and asset allocation for individuals and families under an independent model.
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  • Parallel Advisors
    Wealth Manager
    Parallel Advisors Sep 2013 - Dec 2014
    San Francisco, Ca, Us
    Wealth manager providing comprehensive, customized, financial planning and asset allocation for individuals and families under an independent model.
    View
  • Secondmarket
    Senior Director
    Secondmarket Aug 2011 - Mar 2013
    New York, Ny, Us
    Business development executive leading West Coast efforts to originate and execute secondary transactions on behalf of private company issuers.
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  • Probitas Partners
    Vice President
    Probitas Partners Mar 2009 - Jul 2011
    Us
    Senior project manager raising capital for top-tier alternative fund managers and helping to lead business development efforts for the firm in the US.
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  • Ubs Investment Bank
    Director
    Ubs Investment Bank Apr 2004 - Mar 2009
    Zurich, Ch
    Director in the Leveraged Finance Group executing a broad range of debt and equity transactions for corporates (public and private companies - generally sub-investment grade), financial sponsors and alternative capital providers.
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  • Latham & Watkins
    Associate
    Latham & Watkins Sep 2001 - Mar 2004
    New York, Us
    Corporate attorney providing legal advice and transactional assistance to clients engaged in debt and equity financings, mergers and acquisitions, and joint ventures.
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  • Bankers Trust (Bt Alex. Brown)
    Analyst
    Bankers Trust (Bt Alex. Brown) Aug 1996 - Jun 1998
    Financial analyst in the Financial Sponsors Group executing high yield and leveraged loan transactions for corporates and financial sponsors.

Alyssa Morris Skills

Investment Banking Leveraged Finance Capital Markets Due Diligence Business Development Investments Start Ups Private Placements Finance Alternative Investments Deal Execution Corporate Development Corporate Finance Capital Raising Personal Financial Planning Financial Modeling Capital Structure M&a Experience Investor Relations Deal Screening Industry Research Legal

Alyssa Morris Education Details

  • The Wharton School
    The Wharton School
    Finance & Health Care Management
  • Georgetown University Law Center
    Georgetown University Law Center
    Law

Frequently Asked Questions about Alyssa Morris

What company does Alyssa Morris work for?

Alyssa Morris works for Freestone Capital Management

What is Alyssa Morris's role at the current company?

Alyssa Morris's current role is Wealth advisor to high net worth individuals and families.

What is Alyssa Morris's email address?

Alyssa Morris's email address is al****@****mac.com

What is Alyssa Morris's direct phone number?

Alyssa Morris's direct phone number is +141557*****

What schools did Alyssa Morris attend?

Alyssa Morris attended The Wharton School, Georgetown University Law Center.

What are some of Alyssa Morris's interests?

Alyssa Morris has interest in Ubs, Children, Economic Empowerment, Health.

What skills is Alyssa Morris known for?

Alyssa Morris has skills like Investment Banking, Leveraged Finance, Capital Markets, Due Diligence, Business Development, Investments, Start Ups, Private Placements, Finance, Alternative Investments, Deal Execution, Corporate Development.

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