“Truepoint genuinely cares about the happiness and wellbeing of their clients and their employees.”
Morgan Grace is a compliance associate at Truepoint. In her role on the business operations team, she manages the firm’s compliance activities, which includes working directly with Graydon Compliance Solutions (GCS) to ensure satisfaction of regulatory requirements. Morgan Grace also supports other business operations efforts.
She received a bachelor’s degree with a triple major in English, Spanish and advertising from the University of Southern Mississippi and is currently studying for the IACCP (Investment Adviser Certified Compliance Professional) designation. Morgan Grace came to Truepoint from Graydon Compliance Solutions where she worked with over 20 RIAs and participated in eight SEC exams.
A native of Kentucky, Morgan Grace currently lives in Covington. She loves to travel, read and cook.