Cameron Crowe-Morgan is a Partner at Procapita, serving as a Portfolio Manager & Director of Operations. Cameron is responsible for leading the creation of client asset allocations and structuring and implementing goals-based investment and financial plans. As a primary point of contact for client service needs, her detail-oriented approach is critical to managing client accounts, coordinating service providers, and providing a best-in-class client experience.
Cameron brings significant wealth management experience to Procapita from the Morgan Stanley Private Wealth Management division. At Morgan Stanley, she was the senior PMA and cornerstone of a $3 Billion AUM team serving Ultra High Net Worth Individuals and families and institutional non-profit accounts. While there, she spearheaded the creation of client investment allocations, met with clients to discuss investment strategy and performance, and provided ongoing comprehensive market updates and reporting. Additionally, she conducted due diligence meetings with alternative investment funds to identify opportunities for client portfolios and created customized proposals for new clients to review current holdings, proposed liquidations, including capital gains consequences, and strategic long-term allocations.
Cameron received her BBA from the Villanova School of Business as a double major in Finance and Marketing with a minor in Business Analytics in 2015. During her time at Villanova, she was a founding member of the Business Analytics Society and gathered valuable experience working both during the school year and in the summer at companies like Rent-The-Runway and Creative Artists Agency.