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Jonathan Morris

Principal

Norfolk

Client Advisory

Biography

Jonathan is a Principal in the Virginia office.

Prior to joining Cerity Partners, Jon served as a Fixed Income Portfolio Manager at Palladium Partners LLC. At Palladium Partners LLC he co-managed the firm’s asset allocation strategy and served on the firm’s Investment Committee. His investment career spans over 20 years of which 10 years were spent with a large broker/dealer. Previous roles included Portfolio Strategy, Fixed Income Analysis, and Equity Research.

Education

  • B.A. in History from Virginia Commonwealth University
  • MBA from the College of William and Mary

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