Morgan O. Bromstad, CFP®

Vice President

Morgan Bromstad is a Vice President in the firm's Corporate Analytics group. His primary responsibilities include data management and governance, management reporting, and coordination of cross-departmental projects and communications.

Mr. Bromstad joined the firm as a Client Services Analyst in 2006 after working as a Systems Administrator at Slam Dunk Networks. He was promoted to Associate in 2009 and Senior Analytics Manager in 2013.

Mr. Bromstad graduated from the University of California at Santa Cruz where he earned a B.A. in Global Economics. He is also a Certified Financial Planner.