Morgan Antonette Atwell

Employer firm

Cherry Creek Family Offices CRD 156310

$2.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 08/2019
  Jk Mullen High School
  Denver, CO
• 08/2019 → 05/2023
  University Of Notre Dame
  Notre Dame, IN
• 07/2023 → 03/2025
  Kohlberg Kravis Roberts & Co. L.P.
  New York, NY
• 07/2023 → 03/2025
  Kkr Capital Markets Llc
  New York, NY
• 03/2025 → Present
  Cherry Creek Family Offices
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27
• S63 Uniform Securities Agent State Law Examination
  2023-09-25

Other Names

• Morgan Atwell