Tony Morel
Vice President, Investments
Tony Morel provides investment advice to ultra-high net worth clients and facilitates access to the comprehensive solutions and services offered by the firm. With over 25 years’ experience, Tony has held various roles in the ultra-high net worth segment. At BMO Investment Services he was a dedicated financial advisor based in New York. Prior to the merger of BMO with Bank of the West/BNP Paribas, Tony held the role as an investment specialist and provided tailored financial strategies and solutions to meet the complex needs of ultra-high net worth individuals and families. Earlier in his career, he spent 17 years at UBS Financial Services, where he was in the sales and business development team supporting the international division of Wealth Management Americas. He began his career at Morgan Stanley’s investment bank.
Education:
Fluent in Spanish, Tony earned his BBA from Baruch College in New York, is an accredited investment fiduciary and holds series 7 and 66 securities licenses.
