Heidi Morrow Email & Phone Number
Senior Trust Portfolio Manager @ Towne Trust
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Heidi Morrow Location
- Holly Springs, NC, US
Heidi Morrow Work
- Senior Trust Portfolio Manager @ (August 2026 - Present)
- Senior Vice President, Business Development @ (May 2024 - September 2025)
- Director Of Business Development @ Morrison Street Capital (September 2021 - May 2024)
- Managing Director @ (January 2016 - September 2023)
- CFO and Director of Business Development @ (January 2016 - July 2020)
Heidi Morrow Education
- Columbia Business School
MBA
- Penn State University
BS
Heidi Morrow Skills
- Portfolio Management
- Equities
- Asset Management
- Equity Research
- Financial Analysis
- Emerging Markets
- Investments
- Equity Valuation
- Bloomberg
- Stock Screening
- Portfolio Construction
- Spanish
- German
- Portuguese
- Team Building
- Industry Relationships
- Basic Materials Sectors
- Rare Earths
- Telecoms Sector
- Utilities Sector
- Latin American Markets
- Asset Managment
- Mutual Funds
- Alternative Investments
- Valuation
- Mergers & Acquisitions
- Financial Markets
- Hedge Funds
- Derivatives
- Bonds
- Investment Banking
- Stocks
- Corporate Finance
- Structured Finance
- Industrial Sector
- Due Diligence
- Commodity
- Private Equity
- Securities
- Investment Strategies
- Investment Management
- Investor Relations
- Trading
- Capital Markets
- Financial Modeling
- Fixed Income
- Management
- Finance
- Risk Management
- Sales
- Leadership
- Public Speaking
- Business Development
- Customer Service
- Mergers and Acquisitions
- Committees
Heidi Morrow Summary
- Heidi Morrow, based in Holly Springs, NC, US, is currently a Senior Trust Portfolio Manager at Towne Trust. Heidi Morrow brings experience from previous roles at Northmarq, Morrison Street Capital, Silver Leaf Partners and DiligenceVault. Heidi Morrow holds a MBA @ Columbia Business School. With a robust skill set that includes Portfolio Management, Equities, Asset Management, Equity Research, Financial Analysis and more. Heidi Morrow has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Towne Trust Employees
Sean Corkery
SVP, Chief Investment Officer
United States
Agata Przekop
Trust Advisor
Yorktown, VA, US
Heidi Morrow
Senior Trust Portfolio Manager
Holly Springs, NC, US
Tammie Yarter
Private Wealth Advisor
Raleigh, NC, US
Jenna MacKay
Private Wealth Advisor
Norfolk, VA, US
Brian Collins
Portfolio Analyst
Norfolk, VA, US
Rob Cowling
Vice President
Newport News, VA, US
Frank Jennings
Private Wealth Advisor
Kitty Hawk, NC, US
Alex Raney
Private Wealth Advisor
Norfolk, VA, US
Sandy Stewart
Business Development Officer
Norfolk, VA, US
Laurie McGilvery
Assistant Vice President, Executive Assistant
Williamsburg, VA, US
Diana Burcher
Assistant Vice President - Marketing and Development Officer
Newport News, VA, US
William Hunt
Director
United States
Larry Kirk
Senior Vice President, Chief Tax Officer
Yorktown, VA, US
Cheri Green
Senior Vice President, Private Wealth Advisor
Williamsburg, VA, US
Caitlin Compton
Personal Trust Assistant
United States
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