Allie Morgan

Allie Morgan leads Atlas Point Advisor Support. She is passionate about helping Advisors grow their business. She is a continuous learner and a skilled problem solver. Prior to joining Atlas Point, Allie worked for AlphaSights in NYC focused on strategy and marketing consulting. She graduated Magna cum laude from Texas Christian University with a major in communications and a double minor in business and psychology. She brings a growth mindset and she is client-focused which helps her to serve Advisors the way they want to be served, uniquely.

In her free time, she creates recipes (her favorite being pasta), hikes, reads thriller books, and travels.

My Financial Virtues profile helped me understand that I am receptive to new ideas and like to collaborate with others when it comes to my money.