Cody Morgan

Senior Client Service Associate

Joined
GW&K
2018

Industry
Experience
11 Years

Responsibilities

Cody is a member of our client service team dedicated to supporting GW&K’s institutional clients and serving as their primary point of contact. He is responsible for addressing inquiries, resolving concerns, and offering strategic guidance to help clients achieve their long-term financial objectives.

Prior Work Experience

Previously, Cody was a member of our national accounts client service team, where he supported the needs of our national accounts client base.  His experience in both institutional and national accounts has provided him with a deep understanding of client needs across a range of investment strategies and institutional frameworks.  Prior to GW&K, Cody served as a client service associate for MFS Investment Management.

Education

Cody received a BA in Economics from Wagner College.

What I enjoy most about working at GW&K is...
Relationship building is essential to the success of GW&K. I am passionate about providing the best service along with continuously learning from our firm’s leadership. Every day presents new opportunities to learn and grow to provide the best service we can for our client base.

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