Our Team

Jimmy Morris, CFA

Managing Director

Jimmy Morris is a Managing Director of IEQ Capital and has worked with entrepreneurs, family offices and institutions across various investment-related capacities for over 15 years.   

Mr. Morris began his career with Cambridge Associates in Boston, Massachusetts, advising endowments, foundations and family offices on manager sourcing and due diligence in the hedge fund and private equity space. Following his desire to work more closely with private clients, he began his career at JPMorgan Private Bank in 2012, where he helped run the investment team responsible for asset allocation strategy as well as opportunistic and private investment implementation. In 2019, he was presented with the opportunity to establish the Private Bank office for Citigroup, where he and his team focused on advising entrepreneurs, family offices and private businesses on investment, estate planning and structuring matters across their complex balance sheets.  

Mr. Morris currently serves on the corporate board for Boys and Girls Club of Metro Atlanta and is an active member in the Greek Orthodox Cathedral of the Annunciation.  

Mr. Morris holds a Bachelor of Science degree in Finance and Statistics from Miami University (Ohio). He holds the Chartered Financial Analyst designation.  

Mr. Morris lives in Atlanta, Georgia with his wife and two children. In his spare time, he enjoys playing golf, reading and watching college football.