Cynthia joined Litman Gregory in 2021. She has over 25 years’ experience in the investment industry working with individuals & families. Prior to joining Litman Gregory, Cynthia held portfolio management and financial planning roles at Sensiba San Filippo Financial Advisers and Rand & Associates. Her responsibilities included asset allocation and portfolio management oversight, as well as financial planning to project cash flows in/through various life events & transitions, discover opportunities and solve problems.
Cynthia.Morris@lgam.com | Connect on LinkedIn