Morgan earned her Master of Accountancy in Taxation from Rutgers University and holds a dual bachelor’s degree in Accounting and Digital Technology Management from Indiana University’s Kelley School of Business. With experience in both public and private accounting—spanning BDO USA, LLP and Techtronic Industries—she brings a sharp, forward-thinking perspective to every engagement here at Peller and Company.
With several years in public tax advisory work already under her belt Morgan is recognized for her hunger to lean in harder and her dedication to helping others succeed. She approaches each client with a holistic, highly invested mindset, combining technical rigor with genuine care.
Outside of work, while preparing to sit for the CPA exam next, Morgan enjoys concerts at the New York Philharmonic, experimenting in the kitchen, and finding calm beneath the waves as an avid scuba diver.
Morgan is not registered or affiliated with Cambridge Investment Research.