Morgan Matrone
Family Office Services Analyst at Lazard Asset Management | New York City Metropolitan Area
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Morgan Matrone is a dedicated Family Office Services Analyst at Lazard Asset Management, where she leverages her academic background and professional experience to deliver exceptional client support and investment insights. Graduating Summa Cum Laude with a Bachelor of Science in Business Administration, Morgan has a strong foundation in marketing, complemented by minors in Information Systems and Economics. This diverse educational background equips her with a unique perspective on the financial landscape, allowing her to analyze complex data and market trends effectively.
In her current role, Morgan serves as a client support project manager, where she plays a pivotal role in onboarding investor data and reconciling daily transactions and valuations. Her meticulous attention to detail ensures that ultra-high-net-worth clients receive accurate and timely information regarding their investments. By developing comprehensive monthly and quarterly reports, Morgan provides clients with a clear understanding of their portfolio performance, utilizing advanced internal portfolio management systems to enhance data visualization and reporting accuracy.
Morgan's expertise in data analysis and financial advisory is complemented by her strong communication skills, enabling her to present complex financial concepts in an accessible manner. Her proficiency in tools such as Microsoft Visual Studio C++ further enhances her ability to streamline processes and improve operational efficiencies within the team. As she continues to grow in her role, Morgan is committed to delivering exceptional service and insights that empower her clients to make informed investment decisions, solidifying her reputation as a rising star in the asset management industry.
Family Office Services Analyst at Lazard Asset Management in June 2023 to Present
Associate Media Planner at TBWA\Chiat\Day in May 2022 to June 2023
Marketing Coordinator at Social Canvas in February 2022 to May 2022
Community Engagement Intern at Social Canvas in September 2021 to January 2022
Marketing Communications Analyst at Whispr Group in February 2021 to May 2021
Social Media Marketing Intern at Generation in November 2020 to February 2021
Management Staff at The Boondock's Fishery in May 2017 to September 2020
Usher at Live Nation Entertainment in May 2016 to June 2019
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Wagner College, Bachelor of Science - BS, September 2026
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Data Analysis
Microsoft Visual Studio C++
Financial Advisory
Public Speaking
Computer Competency
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Discover more about Lazard Asset ManagementWhat is Morgan Matrone email address?
Email Morgan Matrone at [email protected] and [email protected]. This email is the most updated Morgan Matrone's email found in 2026.
How to contact Morgan Matrone?
To contact Morgan Matrone send an email to [email protected] or [email protected]. (updated on September 01, 2024)
What company does Morgan Matrone work for?
Morgan Matrone works for Lazard Asset Management
What is Morgan Matrone's role at Lazard Asset Management?
Morgan Matrone is Family Office Services Analyst
What is Morgan Matrone's Phone Number?
Morgan Matrone's phone (212) ***-*413
What industry does Morgan Matrone work in?
Morgan Matrone works in the Financial Services industry.
Morgan Matrone Email Addresses
Morgan Matrone Phone Numbers
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