Michael Morin
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Michael Morin Email & Phone Number

Client Portfolio Manager at ThomasPartners Investment Management at ThomasPartners Investment Management
Location: Greater Boston, United States 6 work roles 4 schools
1 work email found @windhaveninvestments.com 10 phones found area 617, 781, 718, and 978 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 10 phones

Work email m****@windhaveninvestments.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Client Portfolio Manager at ThomasPartners Investment Management
Location
Greater Boston, United States
Company size

Who is Michael Morin? Overview

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Quick answer

Michael Morin is listed as Client Portfolio Manager at ThomasPartners Investment Management at ThomasPartners Investment Management, a with 12 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at windhaveninvestments.com, phone signal with area code 617, 781, 718, 978, and a matched LinkedIn profile for Michael Morin.

Michael Morin previously worked as Director, Client Portfolio Manager at Thomaspartners Investment Management and Managing Director, Portfolio Strategist at Windhaven Investment Management, Inc.. Michael Morin holds Bachelor Of Arts, English Literature And Economics from University Of New Hampshire.

Company email context

Email format at ThomasPartners Investment Management

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{first}.{last}@windhaveninvestments.com
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AeroLeads found 1 current-domain work email signal for Michael Morin. Compare company email patterns before reaching out.

Profile bio

About Michael Morin

Experienced investment professional that focuses on building and managing investment portfolios to meet the long-term investment goals of affluent individual investors and institutions.

Listed skills include Investments, Mutual Funds, Etfs, Investment Management, and 7 others.

Current workplace

Michael Morin's current company

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ThomasPartners Investment Management
Thomaspartners Investment Management
Client Portfolio Manager at ThomasPartners Investment Management
massachusetts, united states
Employees
12
AeroLeads page
6 roles

Michael Morin work experience

A career timeline built from the work history available for this profile.

Director, Client Portfolio Manager

Current

Boston, Massachusetts

ThomasPartners is an income focused investment firm focused on dividend growth investing. Our firm is a registered investment advisor of Charles Schwab. I manage client portfolios in a fiduciary capacity.

Aug 2018 - Present

Managing Director, Portfolio Strategist

Responsible For The Northeast Territory

Windhaven Investment Management is an investment advisory firm serving individuals and institutions. Windhaven manages globally diversified investment portfolios that includes exposure to U.S., international, and emerging market stocks and bonds, as well as hard assets, real estate and currencies.

Jan 2015 - Aug 2018

Senior Investment Professional

Boston, Ma

Helped create and manage the inside sales and marketing desk supporting Portfolio Strategist across the country.

Mar 2012 - Jan 2015

Internal Wholesaler

Boston

Aug 1999 - Jan 2005
4 education records

Michael Morin education

Economics

Hobart And William Smith Colleges

High School Diploma

Activities and Societies: Soccer, Ski Team and Lacrosse

FAQ

Frequently asked questions about Michael Morin

Quick answers generated from the profile data available on this page.

What company does Michael Morin work for?

Michael Morin works for ThomasPartners Investment Management.

What is Michael Morin's role at ThomasPartners Investment Management?

Michael Morin is listed as Client Portfolio Manager at ThomasPartners Investment Management at ThomasPartners Investment Management.

What is Michael Morin's email address?

AeroLeads has found 1 work email signal at @windhaveninvestments.com for Michael Morin at ThomasPartners Investment Management.

What is Michael Morin's phone number?

AeroLeads has found 10 phone signal(s) with area code 617, 781, 718, 978 for Michael Morin at ThomasPartners Investment Management.

Where is Michael Morin based?

Michael Morin is based in Greater Boston, United States while working with ThomasPartners Investment Management.

What companies has Michael Morin worked for?

Michael Morin has worked for Thomaspartners Investment Management, Windhaven Investment Management, Inc., Schwab Advisor Services, Columbia Management, and Eaton Vance.

Who are Michael Morin's colleagues at ThomasPartners Investment Management?

Michael Morin's colleagues at ThomasPartners Investment Management include Andres Azcarate and Gretchen Novak, Cfa.

How can I contact Michael Morin?

You can use AeroLeads to view verified contact signals for Michael Morin at ThomasPartners Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Morin attend?

Michael Morin holds Bachelor Of Arts, English Literature And Economics from University Of New Hampshire.

What skills is Michael Morin known for?

Michael Morin is listed with skills including Investments, Mutual Funds, Etfs, Investment Management, Wealth Management, Series 65, Investment Strategies, and New Business Development.

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