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Insurance Advisory Partners (IAP), a boutique investment banking firm specialising in the insurance sector, has appointed Matthew Morris as Partner in its New York office, effective immediately.
In his new role, Morris will leverage his more than three decades of industry experience to advise insurance clients on mergers and acquisitions, capital raising, strategic transactions, and other corporate finance initiatives.
He brings expertise in insurance and investment banking, having held senior leadership roles across several financial institutions and insurance companies.
Most recently, Morris served as Managing Director, Insurance Group, Wells Fargo, where he led client coverage across the property and casualty insurance sector and advised on a broad range of M&A, IPO, debt financing and corporate banking transactions.
Before this, he was the Chief Financial Officer of Vault, a high-growth personal lines insurer focused on high-net-worth individuals and families, overseeing all financial functions, including capital management, financial reporting, treasury, investments, reinsurance and financial planning and analysis.
Earlier in his career, Morris was Head of Insurance Advisory at Greenhill, where he built and led cross-border insurance advisory teams across the United States and Europe. He also spent nearly a decade as Managing Director at Willis Towers Watson Securities and more than a decade within the Insurance Group at BofA Securities.
Tony Ursano, Founder, Managing Partner and Chief Executive Officer, IAP, commented on the appointment, “Matt is a widely respected industry professional with an exceptional track record in serving the insurance sector.
“Having worked together for 15 years earlier in our careers, I have gained a closeup appreciation for his uniquely informed perspective; shaped by a background that spans investment banking, corporate finance and executive leadership both in the carrier and distribution sectors. Matt shares our commitment to delivering insightful, independent advice and an amazing client experience. We are delighted to welcome him to Insurance Advisory Partners.”
Morris added, “I am thrilled to be joining Insurance Advisory Partners. In five short years, IAP has built a formidable brand, franchise, and reputation for providing objective advice and an unwavering focus on client outcomes. I look forward to working alongside Tony again and the broader team to support clients in achieving their strategic objectives.”
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📰 This article is sourced from a trusted insurance industry publication. Legacy Life Insurance Group shares this for informational purposes only. Always consult a licensed advisor for personalized guidance.