Jeff Morrison

Partner

Jeff has spent his entire career with Veritable having joined the firm in 2000 after graduating with highest honors from The Pennsylvania State University with a BS in Finance and an Economics minor.  He apprenticed for several years with one of the firm’s client-facing portfolio management teams before being promoted to portfolio manager and invited into the partnership by his peers. He has a voracious appetite for investment related literature as well as a remarkable ability to retain and recall detailed financial and investment information related to his clients. He is an excellent and patient listener and also a very good communicator and teacher when it comes to the families he serves. Jeff met his wife Jessica at Veritable, and they are devoted to his Pittsburgh and her rural Michigan-based families. Together they have a habit of adopting rescue dogs and facing off on either side of the Penn State-University of Michigan, Big Ten football rivalry. Their young son Reece has not been forced to choose sides…yet.

Jeff Morrison

Partner

Jeff has spent his entire career with Veritable having joined the firm in 2000 after graduating with highest honors from The Pennsylvania State University with a BS in Finance and an Economics minor.  He apprenticed for several years with one of the firm’s client-facing portfolio management teams before being promoted to portfolio manager and invited into the partnership by his peers. He has a voracious appetite for investment related literature as well as a remarkable ability to retain and recall detailed financial and investment information related to his clients. He is an excellent and patient listener and also a very good communicator and teacher when it comes to the families he serves. Jeff met his wife Jessica at Veritable, and they are devoted to his Pittsburgh and her rural Michigan-based families. Together they have a habit of adopting rescue dogs and facing off on either side of the Penn State-University of Michigan, Big Ten football rivalry. Their young son Reece has not been forced to choose sides…yet.