Morris Capital Management Group | Conshohocken, PA

Keith Morris is the founder of Morris Capital Management Group of Steward Partners and is responsible for opening Steward Partners’ first office in Pennsylvania. As a wealth manager, he offers independent, objective advice with a focus on wealth accumulation and preservation. Since 1995, his goal with every client has been to develop a long-term relationship built on trust, and he believes these relationships are his most valuable assets.

• Industry Background & Education .

  A 1992 graduate of LaSalle University, Keith began his career as a Financial Services Professional with Prudential Securities in the Fall of 1994, obtaining his securities license in March of 1995. He holds Series 7, 63, 65, 24, 31, and SIE licenses. Keith has built a fee based, consultative practice, with a client first mentality, serving Multi-generational Family Wealth, Corporate Executives, Business Owners, Collegiate Coaches, and Professional Athletes. In 2011, Keith founded Morris Capital Management Group, and in 2019 merged MCMG with Steward Partners, becoming a Managing Director and Partner, proudly opening their first Pennsylvania office in Conshohocken, PA.

• Philanthropy .

  Keith has previously served on the boards of Inter-Community Action and Nutritional Development Services of the Archdiocese of Philadelphia, and was an Advisory Board Member of East River Bank. Currently, Keith serves as co-chair of the St. John the Baptist Capital campaign, and is a board member of the Just Win Today Foundation, a non-profit that helps Veterans reach their full potential through workforce development, mentorship, and homeless outreach services that attempt to help break down barriers and forge paths to success for those that need it most. Annually, Keith helps to raise funds for charities that are near and dear to his heart, such as Coaches vs Cancer, the Parkinson’s Foundation, and Beats for Bella.

• Personal Life .

  Away from the office, Keith enjoys his free time with his wife Tricia, their four terrific children, Margaret, Caroline, Macie, and Matthew, and their two cats.

• Fun Fact .

  In 1992, Keith earned a bachelor’s degree at LaSalle University, where he was a 4-year letter winner on the men’s basketball team, a three-time NCAA tournament participant, and a one-time NIT participant. He is extremely proud of the fact that his dad was his coach, the legendary Speedy Morris. He’s also not ashamed to acknowledge that nepotism may have helped him earn a spot on the team! Later, Keith spent 19 years as his dad’s assistant coach at St. Joseph’s Prep High School in Philadelphia.

Aaron's Role

Aaron's primary role is to create client portfolios and generally oversee investing for the practice. He researches new investment opportunities, determines which options best suit clients' objectives, and monitors investment activity to ensure everything operates according to their financial plans. He continually looks for innovative ways to further his clients' goals, and he especially loves the challenge of examining unique and cutting-edge developments in the investment world. He also sits on the firm's New Product Committee, reviewing the practice's new products.

Aaron directs Washington Wealth Group's pro-bono efforts and founded their Next Generation Initiative, which focuses on teaching finance basics to emerging professionals and clients' children.

• Advising Specialty .

  Raised by a single parent, Aaron witnessed the power of hard work and self-reliance throughout his childhood. His force-of-nature mother instilled the values and character that influence his work today, and he feels honored to work with passionate, driven individuals who possess that same character.

  Many of Aaron’s clients are creative entrepreneurs with a great vision and unique products, but desire help developing and implementing best-practice business strategies. Aaron has spent more than two decades serving a diverse group of highly successful families—many of which are composed of self-made entrepreneurs. Aaron has served as a formal strategic advisor to a number of businesses ranging from a $200,000 start-up to a $200,000,000 successful exit and is keenly aware of the planning opportunities that exist through the life-cycle of a business.

• Industry Background & Education .

  Aaron entered the industry in 1999 as an intern to the Vice Chair of Ferris, Baker Watts, Inc. Upon graduating with a degree in finance from The George Washington University in 2002, he continued his professional journey with business partner Chris Detmer and The Washington Wealth Group at Ferris, Baker Watts, Inc. In 2006, he made history by becoming one of the youngest partners in the firm at age 26.

  He is a CERTIFIED FINANCIAL PLANNER™, Accredited Asset Management Specialist (AAMS®), and Accredited Investment Fiduciary (AIF®).

• Philanthropy .

  Aaron is a volunteer mentor for students at Year Up, a nonprofit that provides education, mentoring, and internship opportunities to at-risk youth. He and partner Chris Detmer received Year Up’s Urban Empowerment Award for their continuous stewardship and community-based support within Year Up’s National Capitol Region. Aaron is also passionate about social impact investing and is frequently interviewed by various media outlets.

• Personal Life .

  Aaron leads an active lifestyle outside of work with his wife, son, and daughter. He is a runner and a lifelong fan of all things related to Philadelphia sports. He plays ball hockey and is a National Ball Hockey League (NBHL) strategic advisor. Much to his wife’s chagrin, his free time is often spent researching Civil War history and macro-economic policy decisions.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Source: Forbes.com SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and are not indicative of future performance or representative of any one client's experience. Neither Steward Partners Investment Solutions, LLC nor its Welath Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com.

Chris's Role

Chris is the lead advisor for a select group of individuals, families, and institutions, and his deepest motivator is to help his clients obtain meaningful, lasting peace of mind. In addition to architecting and refining custom family office services, Chris leads Family Summits which create opportunities for clients to explore, discuss, nurture, and transmit values across generations.

As the founder of Washington Wealth Group, mentoring his team is also incredibly important to Chris. With his passion and years of experience, he spearheads the team’s efforts to deliver an exceptional client experience. He strives to cultivate an environment where clients feel valued and cared for, and he encourages every advisor to develop high-quality relationships that put clients at the center—creating legacies that last for generations.

• Advising Specialty .

  For more than 20 years, Chris has acted as a fiduciary consultant for institutions such as nonprofit organizations, foundations, and endowments to help them fulfill their financial obligations and achieve their goals. Leveraging his own investment expertise and the guidelines outlined in each organization’s bylaws, operating agreement, or mission statement, he helps those within the organization manage the institution’s money with transparency and efficiency. He becomes a long-term advisor, helping members navigate proper reporting; writing, editing, and polishing investment policy statements; and communicating between boards and financial committees.

• Industry Background & Education .

  After graduating from The Colorado College in 1984, Chris reported to his first job ready to learn about life insurance. Unfortunately, the hiring manager had departed for another company, leaving Chris with an uncertain future. Undeterred, Chris greeted each day with enthusiasm and spent time studying and learning the business. Little did he know; he was building a foundation for what eventually became Washington Wealth Group.

  With a desire to provide his clients the best, most comprehensive guidance, Chris began to expand his knowledge of the industry. In 1991, he studied and earned his CERTIFIED FINANCIAL PLANNER™ certification, and in 1998, he earned his Chartered Financial Consultant designation. In 2000, he became a Chartered Life Underwriter. Today, he places a high value on professional growth and continuing education, and he continually seeks opportunities to learn and stay current in the industry.

• Philanthropy .

  Chris is a volunteer mentor for students at Year Up, a nonprofit that provides education, mentoring, and internship opportunities to at-risk youth. He and partner Aaron Brachman received Year Up’s Urban Empowerment Award for their continuous stewardship and community-based support within Year Up’s National Capitol Region.

• Personal Life .

  Away from the office, Chris cherishes time with his wife and two sons, as well as the family’s golden retrievers. Chris is an avid fisherman who spends time on Nantucket each year. He is passionate about the preservation of natural resources, particularly marine life. Chris and his wife can be found rooting for the Washington Capitals.

• Fun Facts .

  Q: If you could eat only one meal for the rest of your life, what would it be?
  A: A delicious and diverse plate of sushi with an ice-cold ginger ale.

  Q: If you could go back in time and give yourself advice, what age would you choose and what would you say?
  A: After graduating college, I would tell myself to remain intellectually curious for the rest of my life.

  Q: What makes you laugh?
  A: My family gets together for reunions a lot, and I find myself enamored with stories of our past—those stories make me laugh.

  Q: What is one thing every person should add to their daily routine?
  A: A moment of gratitude for the gifts in your life.

  Q: What’s your favorite part of your day?
  A: I love the morning, especially 5:30 to 8:00am—I exercise, meditate, walk the dogs… it’s my personal quiet time.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.