Clark Morgan joined the firm in 2001 when we were still a part of UBS. He has been a critical part of the leadership team in various executive roles before becoming one of the very first employees to join Crestone in 2015 before the full launch in 2016.
In addition to his current role as Head of Strategy and Development, Clark is known by our LGT Crestone staff and clients as our Vice Chairman and as the head of our Melbourne office.
He was instrumental in the discussions with and ultimate acquisition by LGT. Now 22 years later, Clark is leaving to pursue other interests outside of his professional career including time with his family and friends.
Chief Executive Michael Chisholm wanted to take the opportunity to speak with Clark ahead of him leaving the business at the end of June to share some of his insights from more than 40 years in wealth management.
Read Clark Morgan's other insights from his time at LGT Crestone on Intergenerational Wealth and Philanthropy.
