Senior Trust Manager

Jo Morgan

Jo started a career in the finance industry in 2007, working for a small trust office for 11 years before joining Imperium in 2018. Working in a small office gave Jo the opportunity to learn a wide range of skills.

Fully STEP qualified, Jo enjoys working on a variety of structures and likes to get involved in more complex matters whenever the opportunity arises. She especially enjoys being able to liaise directly with clients building long term professional relationships.

Outside of work Jo keeps busy with her family and her pets, as well as taking part in weekly Tap dancing classes.