Principal and Client Strategist, Signature
B. Wistar Morris III is a Principal and Client Strategist in Signature’s Charlottesville office. Wistar advises wealthy families on asset allocation, portfolio construction, family and business succession, estate planning, and philanthropic strategies. He serves clients across the country, including Virginia, Illinois, South Carolina, California, Wyoming, and New Mexico.
Wistar came to Signature from the Miller Center, a nonpartisan institute at the University of Virginia dedicated to the study of the American presidency. There he began his tenure as Executive Director and General Counsel of the Miller Center Foundation. He later served as program director of the National Commission on Federal Election Reform, co-chaired by Presidents Jimmy Carter and Gerald Ford, and subsequently became the Miller Center’s associate director, which included overseeing $45 million of endowment assets.
After graduating from law school, Wistar began his career at the Washington, D.C. office of Fulbright & Jaworski, and left to co-found Vega Group Limited, an international consulting firm that helped companies develop and implement successful export strategies.
Wistar is a community leader and frequently volunteers as an informal advisor to non-profit organizations. He currently serves as Trustee and member of the investment committee of North Cross School in Roanoke, Virginia, as a Director of the H. Gordon and Mary Smyth Foundation in Charlottesville, and as a Director of the Boys and Girls Club of Central Virginia.
Wistar is a graduate, magna cum laude, of Middlebury College and the University of Virginia School of Law.