Charlie Morris
Research Associatecharliemorris@horizonfamilywealth.com
Charlie Morris is a Research Associate at Horizon Family Wealth, where he joined the team in 2025. He specializes in providing analytical research on equities and securities and offers operational support for daily activities. Charlie holds his Series 65 license through Horizon Family Wealth Inc.
Charlie graduated from the University of Vermont's Grossman School of Business with a Bachelor of Science in Business Administration, focusing on Global Business and Analytics. Charlie strives to deliver ideal customer experience, troubleshooting issues with an understanding perspective, and building strong relationships with clients.
Originally from Boston area, Charlie is enjoying his time in Chicago with his 2-year-old Black Lab – Hogee. He is also a competitive offshore Yacht Racer with experience racing all over the Northeast and Midwest and has competed in Atlantic Coast and National Championships in a variety of different boats. Before the University of Vermont, Charlie attended the Holderness School, a boarding school in Plymouth, New Hampshire, and enjoys skiing, lacrosse, and cheering for both the Cubs and the Red Sox.
