Joseph Morrison
Wealth Management Investment Consultant at Vanguard
Based in Philadelphia, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
26K
Contact information
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j•••••••@investor.vanguard.com
Phone
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Background
About Joseph Morrison
Joe has worked at Vanguard since 2014 with the majority of his time spent managing the Corporate Actions team which processed Voluntary Corporate Actions, SPAC Investments, Proxy Voting, Dividends & Interest Payments in addition to coaching his 15 direct reports. In 2024, he transitioned to a consultant role in the Wealth Management division to support Vanguards HNW, UHNW and Family Office clients.
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