Loren Morris is Vice President, Advisor Practices Strategy and Design at Northwestern Mutual. In this role, he is responsible for providing key insights and strategic points of view for our future advisor practice investments.
Throughout his career, Loren has held senior financial services roles in the wealth management industry. His career has led him to gain broad-based experience in business development, operations, leading high-performing teams and transforming businesses. Loren thrives on implementing complex business objectives and brings a strategic, collaborative, engaging style to partner with key stakeholders in the field and home office. Prior to joining Northwestern Mutual in October 2020, Loren served as the Chief Operating Officer, Traditional Channel at Cetera Financial Group, which provides financial solutions to nearly 3,000 advisors across the United States. Prior to Cetera Financial Group, Loren served as Director of Strategic Development of MarketCounsel, Head of Advisor Services of Cantor Fitzgerald Wealth Partners, and Director of RIA Services of Dynasty Financial Partners. He launched his career at The Chubb Group of Insurance Companies as a property and casualty underwriter.
Loren earned a Bachelor of Arts degree in political science from Yale University and a Master of Business Administration in finance from The Tuck School of Business at Dartmouth. Loren has two children: Zachary, a recent graduate of Yale University and Sydney, a junior at Brown University. Loren enjoys playing tennis, skiing, world travel and international cuisine.