Please join us in welcoming David Morrison to the Peloton team.  David is a partner and principal with the formal title of Institutional and Private Client Advisor. He comes to Peloton with over 20 years of experience in financial services and considerable skill in managing client relationships, business development and advising clients on both the institutional and private side of wealth management.

Previously David held positions with J.P. Morgan and PIMCO.  He is a graduate of Indiana University and earned an MBA from the University of Michigan.

With David now on board, we have tremendous opportunity to grow as a firm. Peloton’s management strategies span investors’ financial lifecycles from young professional to comfortable retiree. The team we now have in place allows Peloton to continue managing money as a fiduciary with the rigor we’ve always devoted, while establishing new relationships with investors of all ages.

We appreciate your trust and support as we add professional depth, innovate and grow. We are thrilled to work with David and hope you have a chance to meet him soon.

David can be reached at the following:

Mobile: 317.695.0142
Office:  317.559.1700
Email:  dmorrison@pelotonwealth.com