CONTACT:

EMAIL: MFRANK@PERFORMAUSA.COM

PHONE: (802) 347-1056

Morgan is an Investment Operations Analyst responsible for reconciliation and middle office trade processing for all fixed income, equity and asset allocation trades. He ensures data integrity across multiple internal systems and supports the review and delivery of client reporting. IN THIS ROLE, MORGAN works closely with members of the firm’s portfolio management and client service teams. Morgan joined Performa in 2025 having graduated from the University of Vermont with a B.S in Business Administration, with a concentration in Finance and Accounting.

MORGAN works out of performa’s burlington, vermont OFFICE.

SANDI PRESCOTT

HEAD OF CLIENT SERVICE

CLAYTON JOHNSON

CLIENT SERVICE ASSOCIATE

WARREN MILLER

CLIENT RELATIONSHIP MANAGER