Morgan Lemaitre is a founding partner and Managing Director of Park City Family Office. The relationships with families that are in our fold begin by aligning family values with its investment goal; thus, providing a framework to build a legacy that can persist for generations to come. Through a well-vetted group of partners PCFO is a “one stop shop”, offering tax accounting, insurance and estate planning services often needed by our clients.
A rising star on the public speaking and frequent contributor on news networks, Morgan is passionate about sharing her expertise on everything from female leadership, to equity markets, financial literacy, and empowerment of young entrepreneurs. She he received numerous accolades for her work including Salt Lake Best, Top 100 in Finance, Family Wealth Alliance Young Professionals Award, and been written up and appeared in countless publications, most notably: ABC, Los Angeles Times, Yahoo! Finance, American Daily Post, The Ritz Herald, Mind Your Biz, Emporium Post, and more.
Prior to founding Park City Family Office, Morgan worked for more than a decade in the investment industry with Raymond James, Goldman Sachs, and UBS. Morgan is passionate about making a difference in the community, currently serving on the Board of Trustees for The Egyptian Theater in Park City. Past not-for-profit affiliations include Closer to Cure Foundation, the Executive Committee of Upbeat of Utah Symphony Utah Opera, and Figure Skating Club of Park City.
An accomplished athlete, Morgan is a two-time United States Figure Skating Gold medalist and is a three-time competitor for the United States Junior World Synchronized skating team. She lives in Park City, Utah with her husband Dan Lemaitre, a highly successful serial medical device entrepreneur. She enjoys spending timing with her family, including 10-year old twins Kalvin and Grace, and Bix the Bernese mountain dog, all of whom share a passion for the active lifestyle of the mountains.