Morgan Bell

Managing Director at Advisory Constellation Wealth Capital, LLC

Moderator

Morgan leads Technology Consulting for CWC where she focuses on helping its partner firms optimize technology for efficiency and growth. With her results-driven consultative approach and deep knowledge of the wealth tech industry, she supports firms in aligning their technology strategy and selected systems to enhance both advisor and client experiences. Previously, she was Director and Head of Technology Consulting at BNY Mellon | Pershing.

Morgan is passionate about the wealth management industry and dedicated to nurturing the next generation of leaders. Her current and past work has led her to create programs for rising leaders that encourage knowledge sharing, networking, and provide learning opportunities to advance the future of the wealth tech and wealth management industry.