Bio
Morgan McKay serves as an Associate Director on the Adviser Compliance Support Services team at PINE. In her role, Morgan supports clients in establishing and maintaining compliance programs. Morgan serves as a resource for clients on complying with current and developing regulatory frameworks, laws, and industry standards.
Morgan has been active in the industry since 2022. She joined PINE in 2024 with two years of experience in Investment Adviser Compliance, serving as a compliance officer in a generalist capacity in her prior role. Morgan has experience in many facets of compliance management including compliance testing, auditing, portfolio management compliance, employee oversight, regulatory filings, ISDA negotiation, marketing review, training, risk mitigation, policy creation and more.
Morgan earned a Bachelor of Arts degree in Management, with minors in Economics and Business Administration from Western Colorado University. In addition, she holds a Master of Arts degree in Health Education and a Juris Doctorate from Mitchell Hamline School of Law. During law school, Morgan completed a certificate in compliance and quickly took an interest in investment compliance. In her free time, Morgan enjoys running, hiking, skiing, snowshoeing, outdoor activities in general, hanging out with friends, her husband, and pug Richie.