Insurance Advisory Partners Named Matthew Morris Partner
The firm added the former Wells Fargo executive to lead its strategic transaction advisory efforts in New York City.
Updated on Sept. 21, 2026 in People
Insurance Advisory Partners has appointed Matthew Morris as a partner to advise insurance industry clients. Morris brings over 30 years of experience to the firm's New York office.
Why it matters
The appointment bolsters the firm's capability to provide expertise on complex financial transactions. Morris will focus on delivering guidance regarding capital raising, mergers, and acquisitions for insurance sector clients.
Matthew Morris brings more than three decades of professional experience in insurance and investment banking. This appointment follows a professional relationship with firm leadership spanning 15 years.
The players
Matthew Morris
He is the new partner at Insurance Advisory Partners who previously held senior roles at Wells Fargo and BofA Securities.
Insurance Advisory Partners
This firm is a financial consultancy based in New York that specializes in strategic advice for the insurance industry.
The details
Morris joins the team after serving as a managing director in the insurance group at Wells Fargo. His background includes previous tenures at Vault, Greenhill, WTW, and BofA Securities, where he developed a track record in strategic transactions.
Timeline
Insurance Advisory Partners announced the hiring of Matthew Morris on September 21, 2026.
Market Landscape
The hiring of a veteran executive at Insurance Advisory Partners reflects the broader strategy of boutique firms recruiting seasoned talent to compete with large institutional banks. This move positions the firm to capture more market share in an increasingly specialized advisory sector.
Clients in the insurance sector can expect expanded access to strategic transaction support for capital raising and mergers. The firm's strengthened leadership team aims to improve the depth and speed of advisory services for corporate entities.
The takeaway
The move underscores the continued demand for high-level expertise in navigating complex financial transactions within the insurance industry. Clients seeking strategic guidance should look for firms that combine deep institutional banking experience with specialized sector knowledge.
Further reading
Learn more about the latest leadership changes in the industry on our People page.
Source note: This article includes information reported by Theinsurer.
