Morgan
Intern
Morgan is a Finance & Operations Intern working part-time at Bordeaux Wealth Advisors. She is completing her third year at the University of California, Santa Barbara, pursuing a B.A. in Economics with a focus on Technology Management. She has gained experience in market research, financial analysis, and contract management through roles at Compass, the Women Founders Network, and UCSB’s Earth Research Institute. She is excited to be a member of the Bordeaux team and learn about what is required to deliver high quality service to clients with complex financial situations.
Originally from Newport Beach, CA, Morgan studied abroad in Florence, Italy, in the fall of 2023, where she studied entrepreneurship and marketing. She has a passion for travel and loves trying different cuisines. In her free time, Morgan enjoys playing pickleball and reading with her housemates in their book club. She recently took up surfing to make the most of her time in Santa Barbara.
