Loren Morris is an independent consultant in the wealth management industry. Throughout his career, Loren has held senior financial services roles in the wealth management industry. His career has led him to gain broad-based experience in business development, operations, leading high-performing teams and transforming businesses. Loren thrives on implementing complex business objectives and brings a strategic, collaborative, engaging style to partner with key stakeholders in the field and home office. Prior to joining Northwestern Mutual in October 2020, Loren served as the Chief Operating Officer, Traditional Channel at Cetera Financial Group, which provides financial solutions to nearly 3,000 advisors across the United States. Prior to Cetera Financial Group, Loren served as Director of Strategic Development of MarketCounsel, Head of Advisor Services of Cantor Fitzgerald Wealth Partners, and Director of RIA Services of Dynasty Financial Partners. He launched his career at The Chubb Group of Insurance Companies as a property and casualty underwriter.

Loren obtuvo una Licenciatura en Artes en ciencias políticas de la Universidad de Yale y una Maestría en Administración de Empresas en finanzas de The Tuck School of Business en Dartmouth. Loren tiene dos hijos: Zachary, recién graduado de la Universidad de Yale, y Sydney, estudiante de penúltimo año en la Universidad de Brown. Loren disfruta jugando al tenis, esquiando, viajando por el mundo y la cocina internacional.