Adam D. Morton, CFP®
Adam Morton joined the firm in 2017 serving as a Wealth Advisor for the Private Client Group.
Morton has over 10 years of industry experience, most recently working as a Senior Wealth Consultant for RiverPoint Capital Management. Prior experience also includes many years with Westwood Management, a single family office, and investment analysis with Cambridge Associates.
Education & Designations
Morton received a BS in Finance with a minor in Entrepreneurship from Miami University. He holds an MBA from Xavier University and is a CERTIFIED FINANCIAL PLANNER™.