Will Morgan
President & CEO | LinkedIn
Will Morgan is the founder and CEO of BIP.Monticello and is a business strategy and implementation executive with over 20 years of consulting experience across multiple industries. In 2004, Will founded BIP.Monticello group, a management consulting firm advising clients within the global financial services industry, to help clients achieve their vision of excellence. Prior to launching BIP.Monticello Consulting, Will was a consultant with Accenture and with m.a.partners, a boutique financial services consulting firm in New York City, advising global clients including JPMorgan Chase, Bank of America, Bear Stearns, Alliance-Bernstein, Merrill Lynch, Siemens USA, and AT&T.
Under Will’s leadership, BIP.Monticello has prioritized corporate responsibility and diversity and partners with several New York-based community organizations including the High Water Women, The Children’s Village, and NAF. The firm’s most recent activities include supporting High Water Women’s financial literacy teaching in New York City public schools and their annual holiday toy drive, co-chairing the 2021 Children’s Village Spring Luncheon, and launching a high school internship program with the NAF Organization. Philanthropic contributions also remain a priority to BIP.Monticello, as the firm supports the American Red Cross and the United Way with disaster recovery efforts among other initiatives.
BIP.Monticello promotes diversity and inclusion both internally and within the financial services industry. Monticello seeks to diversify the field of consulting by attracting, developing, and retaining top talent with diverse backgrounds and perspectives. The firm recently hosted its first Women on Wall Street networking event, connecting women across various sectors of finance to motivate and to discuss ideas for supporting women in the industry. Within our client advisory practice, BIP.Monticello advises clients to pursue diverse opportunities in traditional lines of business including cross-border remittance payments, enabling access to growth capital, and implementing regulatory reform measures.
Will received his MBA from the University of Virginia's Darden School of Business and holds a Bachelor of Science degree in Electrical Engineering from Lehigh University. Prior to attending Darden, Will was an active member of Minds Matter of New York City, mentoring bright and motivated high school students from low-income families.
Tweets by Monticello
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BIP.Monticello closed out March 2023 celebrating Women’s Month together on Wall Street! #womensupportingwomen… https://t.co/iGJNOgbdPC
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We enjoyed getting together with our global team and clients in Tribeca! #teamculture #afterwork #consultingcareers… https://t.co/1jeQVWlmCn
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BIP.Monticello was so pleased to welcome our global management team to NYC! Firm leadership came from Milan, Rome,… https://t.co/vdbcrt8NMN
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BIP.Monticello celebrated Black History Month with the CFA Society NY, at their important event focused on empoweri… https://t.co/L2ry7H848X
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BIP.Monticello is grateful to support @ChildrensVllg in all of their efforts - especially their work with improving… https://t.co/Gw6H1Bzu6K
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BIP.Monticello is honored to support one of our local community partners, the NAF Org., who works to transform the… https://t.co/Lh0mU1b4zh
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The BIP.Monticello team joined the American Bankers Association (ABA)’s ‘The State of Digital Lending’ webinar!… https://t.co/zjEFtv2uz0
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Cheers to the first Team Happy Hour for 2023! It was so nice to catch up with a dozen of our BIP.Monticello colleag… https://t.co/zGImJgIGkO
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Happy Holidays 2022 from our team to yours! This holiday season, we are grateful for so many people whom we work wi… https://t.co/KlYlLo2WpK
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Happy Hanukkah 2022 from all of us at BIP.Monticello! Wishing you and your families lots of happiness and joy durin… https://t.co/aZzfFAvmwb
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Today we gathered virtually with our BIP colleagues across the globe, to celebrate the 2022 Holiday season! …cheers… https://t.co/OEheNKGdR1
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The @BIP.Monticello team joined Gartner’s "Move Towards an AI-Forward, Autonomous Finance Future" webinar! #ai… https://t.co/ikagYqV8T1
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Our team is grateful for so many things this year, especially the opportunity to serve our clients and our communit… https://t.co/1CiR1AmgHN
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Happy Friday friends...below find BIP.Monticello's newest piece on Using Data Analytics to Improve Business Decisio… https://t.co/XaJXcInhIv
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This year’s @ChildrensVllg's Tennis & Golf Fundraiser was a beautiful day spent connecting with fellow CV supporter… https://t.co/SPJSUluGM0