Christine Morath is a Partner at EY in New York with nearly 20 years of experience in financial services transformation. She helps wealth and asset managers establish new business lines, improve client experience, and develop innovative technologies. She holds a Master’s degree in Banking and Finance from the University of St. Gallen, Switzerland.
She is a contributing author to EYs global research reports on the wealth management industry, focusing on topics like intergenerational wealth transfer and achieving sustainable growth.
Christine Morath
Partner at EY
United States
Overview
Topics They Care About
Wealth Management Transformation
Her role at EY and contributions to industry reports focus on how wealth managers can adapt to market changes and build scalable, client-centric businesses.
Client Experience
A core part of her professional focus is helping firms improve the advisor and client experience, a key differentiator in the financial services industry.
Intergenerational Wealth Transfer
She has contributed to EY research on the strategic challenges and opportunities presented by the massive transfer of wealth between generations.
Media Appearances
Christine has no verified media appearances
Work History
9-2016
Partner at EY
9-2009 - 12-2009
Independent Consultant (HSG) at Credit Suisse
2-2008 - 5-2008
Independent Consultant (HSG) at UBS
4-2007 - 6-2009
President’s Board Associate at University of St.Gallen
9-2002 - 8-2006
Wealth Management Associate at LBBW
Education
3-2009 - 2-2011
Master's degree from University of St.Gallen
9-2006 - 3-2009
Bachelor's degree from University of St.Gallen
More Information
Social Presence :
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Exp : 14
Location : United States
Job Level : N/A
Designation : Partner at EY
