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Janie Morris

Client Associate, Analyst

Janie Morris currently serves as a Client Associate with Landau Wealth Partners within Rockefeller Capital Management. She graduated with a Bachelor of Science in Finance from Wofford College in May 2024, where her academic journey was marked by significant achievements. During her time at university, Janie was an active participant in the James-Atkins Fund, collaborating with a team to perform company valuations that provided her with invaluable hands-on experience.

Recognized for her academic excellence, Janie earned a place on the Dean’s List multiple times throughout her studies. Her educational pursuits also took her across the globe, as she studied abroad in the Czech Republic, Spain, South Africa, and Singapore. These experiences not only enhanced her academic knowledge but also deepened her understanding of diverse cultures.

In her current role, Janie acts as a communicator between clients and colleagues for client-related inquiries. She oversees issues related to account management, including onboarding new clients, creating new relationships, and monitoring daily account activity.