Morgan Thomas

Morgan serves as a Director within Pathstone’s Tax team, based in the Atlanta office. She specializes in tax planning and compliance for ultra-high-net-worth individuals, family offices, private foundations, and closely held businesses. 

Morgan has extensive experience from senior tax leadership roles, most recently serving as Senior Tax Manager for a confidential multi-family office. Her previous positions include leadership roles with Andersen, Washington Corporations, Rudd & Company, and KPMG, where she advised clients on complex tax strategies and regulatory matters. Morgan holds both a Master of Accountancy and a Bachelor of Science in Business Administration from the University of Montana and is a Certified Public Accountant. 

Residing in Missoula, Montana, Morgan is actively involved in her local youth football league, where she promotes confidence, teamwork, and leadership among young athletes. She enjoys dedicating time to initiatives that create meaningful opportunities for the next generation.