Our Values

At Morgan & Westfield, we’re committed to building a strong culture. Our approach is simple – attract the most talented people and invest in their long-term growth.

By adhering to our core values – learning, simplicity, and openness – we’ve created an environment where we’re passionate about our careers and form meaningful relationships.

Here’s the glue that holds the Morgan & Westfield culture together.


Our #1 value is learning. Learning forms the foundation from which all things can be achieved.
Knowledge enables us to have autonomy and flexibility. By constantly growing, we develop the skills and wisdom to work independently and with confidence.

We live this value by:

  • Spending up to 10% of our work time reading from what we refer to as The Morgan & Westfield Book Club, consisting of hundreds of books on topics ranging from business to M&A to personal development.
  • Applying what we learn on a regular basis in our meetings, discussions, and day-to-day operations.
  • Solving problems through addressing gaps in knowledge, as opposed to simply working harder.

“The only things that interferes with my learning is my education.”

-Albert Einstein, Theoretical Physicist.


Simplifying our business requires focus, discipline, and patience. We value simplicity not because we prefer to do less, but because we prefer to do it better.

We live this value by:

  • Trying the simplest option first before considering a more complex solution.
  • Keeping all processes as streamlined as possible so they can be executed consistently.
  • Using our communication tools with discipline to minimize distractions.
  • Maintaining an organized virtual environment.

“Besides the noble art of getting things done, there is the noble art of leaving things undone. The wisdom of life consists of the elimination of non-essentials.”

– Lin Yutang, Chinese Philosopher.


At Morgan & Westfield, we’ve learned that openness is a skill that can be acquired. A free-flowing exchange of ideas fosters an environment where feedback is the order of the day. This pattern of constructive communication facilitates growth and meaningful professional relationships.

We live this value by:

  • Sharing supportive feedback both formally and in the moment.
  • Encouraging our team to provide leadership with constructive input.

“Honesty and openness are always the foundation of an insightful dialogue.”

– Bell Hooks, Author and Educator.

Our Philosophy

“Morgan & Westfield hires top-notch talent and entrusts them with as much responsibility as they can handle. You won’t find another company that invests as much in learning and professional development as we do. But we only commit to the best of the best – people who are dedicated to their career long-term.”

Jacob Orosz,
Founder and President, Morgan & Westfield

“Values can’t just be words on a page. To be effective, they must shape action”

– Jeffrey R. Immelt, Former CEO of General Electric