Morgan Tesoriero, CFP®

Morgan joined Joel Isaacson & Co., LLC in 2019 as a member of the Operations Team. She specializes in improving efficiencies for our back-end client service processes & managing several of our databases, including our portfolio management system & CRM. Her team tracks & projects internal KPI’s related to revenue/asset growth and productivity, reviews our custodial feeds for inaccuracies in reporting & coordinates with our tech vendors that provide us the software we use to service our clients. In 2023, she became Manager of Investment Ops and Compliance and in 2025 she became the firm’s Chief Compliance Officer, overseeing various controls in our internal risk management and due diligence across all firm operations.

Morgan earned a BSBA concentrating in Finance from Northeastern University in 2017. Prior to joining the JICO team, she worked on the advisory side of wealth management at Massey Quick Simon (now known as Simon Quick) in Morristown, NJ. At Northeastern, she was a part of Thrive and ran financial literacy workshops for students. This experience is what led her to become interested in the financial planning industry.

Morgan lives in Monmouth County with her husband and their rescue dog. In her free time, she volunteers with Ellevate Network, a global community focused on bringing high-achieving women together across industries. She is the Programming Lead for the NYC Chapter. She also enjoys running, trying new restaurants with friends & going to the Jersey Shore.