Morgan Campbell is a Senior Analyst with Bernstein’s Wealth Strategies group and is based in the firm’s New York office. She works closely with high-net-worth clients and their professional advisors on a variety of complex planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning, and asset allocation. Morgan joined the firm in 2016 as a private client associate in the San Diego office. She relocated to the New York office and began working with the Wealth Strategies group in 2019. She is actively involved with Women Give and the American Civil Liberties Union NextGen. Prior to joining Bernstein, she was a Financial Advisor at North Star Resource Group. Morgan attended the University of California, San Diego, where she earned a BA in International Studies–Economics.
- Senior Analyst, Wealth Strategies
- Bernstein Private Wealth Management
- Communicating About Wealth | Engaging the Next Generation | Family Philanthropy | Financial Literacy | Governance and Succession Planning | Impact Investing | Wealth Management | Women and Giving
- New York
- New York
- 21/64 Virtual Approach Training