Meet Our New CEO, Ed Morata

MARCH 18, 2022

Ed Morata Joins as CEO of Cambridge Family Enterprise Group (CFEG)

Ed Morata has joined Cambridge Family Enterprise Group (CFEG) as the new Chief Executive Officer.

Mr. Morata has more than 35 years of executive leadership experience, largely in global financial institutions, including commercial banking, investment banking, wealth management and social impact. In various executive roles, across multiple continents, he has established, grown, and reorganized strategic initiatives and companies. He brings a commitment to excellence, thought leadership and innovation in client service, as well as to sustainable long-term growth.

CFEG Chairman and Founder, Dr. John A. Davis, welcomed Morata, saying, “We are delighted to welcome Ed to Cambridge Family Enterprise Group where he will drive the implementation of our expanding vision and strategy. As we continue in our 33rd year, CFEG continues to serve premiere family enterprise clients in diverse geographic locations through our advisory, coaching, education, and research activities. At this time in history, we are acutely researching how families, family enterprises, and family wealth portfolios are changing—and need to change—to stay successful through the new turbulent age we have entered. As we assist families with implementing future-looking strategies, we are proud to welcome Ed to lead our continued growth.”

CFEG Senior Partner, Andrew Hier, remarked on Morata’s joining, saying, “Ed comes to us with decades of top executive experience starting, growing, and leading international teams and organizations. These capabilities are meaningfully important to CFEG as we continue to build top talent and cutting-edge methodologies to meet the expanding needs of enterprising families around the world.”

Morata remarked, “I am excited to join CFEG as CEO. I have a deep admiration for CFEG. I am drawn to the firm’s distinctive mission to help families—the most important social fabric of our world—be stronger and build value of many kinds.” He continued, “I will be focused on implementing a strategy to build on the organization’s strong foundation and continue our sustainable growth in the years ahead.”

Mr. Morata has a Master of International Economic Relations Law degree from the Pontifícia Universidade Católica de São Paulo and a BA in Public Administration from the Escola de Administração de Empresas de São Paulo da Fundação Getúlio Vargas. He is fluent in Portuguese, English and Spanish, and has working knowledge of French.

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