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Morel, Greg

Senior Investment Consultant

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Luminaries 2026

Asset Managers

Luminaries 2026 Impact Statement

Greg Morel is a Senior Investment Consultant at Clark Capital Management Group, an independent boutique investment manager within Raymond James Investment Management with over $47 billion in AUM. In 2025, Greg became the first Investment Consultant in Clark Capital's history to surpass $1 billion in cumulative production, a milestone built not on favorable conditions but on a wholesaling philosophy rooted in genuine relationship depth. Greg's approach to the role goes well beyond traditional coverage and product placement. He spends most of his time directly with advisors' end clients, functioning as a true extension of each advisor's team. Beyond his individual production, Greg serves as Chair of Clark Capital's Investment Consultant Advisory Council, mentors junior colleagues, and has demonstrated the ability to generate firmwide impact through a single-day market webcast that reached over 10,000 advisors nationwide.