Anthony Morys

Serve as primary support associate to Portfolio and Trust Advisors, acting as a key point of contact for client inquires, account servicing, and relationship management.

Coordinate account opening and onboarding process for new clients, ensuring accuracy and adherence to compliance and regulatory standards.

Facilitate money movements, including estimated state/federal income tax payments, account funding, and asset transitions to support client investment strategies.

Assist in client investment review meetings by preparing materials and providing operational and administrative support to senior advisors.

Support client lifecycle events, including trust distribution/termination, and estate settlement needs.

Led analysis and execution of complex corporate action events across multiple asset classes, ensuring accurate and timely client participation.

interpreted legal and financial documentation to guide investment decisions and operational processing.

Partnered cross-functionally to resolve exceptions and streamline corporate action workflows.

Trained and mentored new analysts, improving team efficiency and knowledge retention.

Delivered high-quality client servicing by coordinating documentation, deadlines, and election processing.