ÂÜÀòÂÒÂ×

Morgan McGovern

Managing Director, Advisory at Constellation Wealth Capital

Morgan McGovern is a seasoned professional in technology consulting within the financial services industry, currently serving as Managing Director of Advisory at Constellation Wealth Capital, where the focus is on optimizing technology for efficiency and growth. Previously, Morgan held the position of Director and Head of Technology Consulting at BNY Mellon | Pershing, leading a team dedicated to technology and strategy consulting for growth-oriented advisory firms. Other significant roles include Vice President of Technology Consulting at CFP Board, where outreach supported over 85,000 CFP® professionals, and Associate Financial Advisor at FJY Financial, providing comprehensive client services. Morgan's educational background includes a Bachelor of Science in Finance with a CFP® Certification Education Track from Virginia Tech and a Master of Business Administration with an emphasis in Financial Psychology & Behavioral Finance from Creighton University.

Links


Org chart