Welcome to the **Chattanooga CBMC Luncheon** featuring a special guest speaker, **Morgan Maclellan**!
The event will take place on **Wed April 1st** at the **Chattanooga Convention Center**. Food service begins at 11:45 am so come early, grab some lunch, and prepare to be inspired.
Don't miss this opportunity to connect with like-minded professionals and gain valuable knowledge from our guest speaker. See you there!
About the speaker......
After graduating from McCallie School, Morgan studied at the Univ. of Georgia, where he earned a BA in Risk Management & Insurance. From there, he cultivated a career in Atlanta, working several years at one of the world's largest independent providers of claims management, serving clients such as the Coca-Cola Bottlers’ Association and RaceTrac. Morgan served on the board of the Grant Park Conservancy and as a member of the McCallie alumni steering committee.
Morgan left insurance and jumped into to the small business world by opening two restaurants. He orchestrated restaurant operations to deliver outstanding service every shift, every day. After being peer-elected to the franchise advisory board, he championed the interests of his fellow business owners. As a small business owner, he exceeded system growth sales averages, mindfully invested in his teams and communities, and consistently earned strong guest satisfaction reviews. He and his family exited the industry following the sale of their last restaurant and are thrilled to be living on Lookout Mountain, near his extended family. Morgan loves playing tennis at the Lookout Mountain Club, early morning Peloton rides, and gravel/mountain biking on the weekends. You can find him at Calvary Chapel Chattanooga on Sunday mornings with his wife, Lisa, and children Charlotte, William, and Helen.
Morgan joined the Reynolds & Park team in 2020, at first working alongside Karen and Annette, on the operations and client service. He has since moved into the Financial Advisor role where he focuses on ultra-high net worth financial planning, investment manager selection & allocation, and incorporating alternative investments strategies.
Morgan completed the Yale School of Management Executive Education in Investment Management Theory & Practice in Dec, 2023. He received the Investments & Wealth Institute’s Certified Investment Management Analyst® (CIMA®) designation in Jan, 2024.
