Herbert named Morrell Fellow

Thomas Herbert


Thomas Herbert, a second-year MBA student, has been named the 2013-2014 Louis R. Morrell Fellow.

Herbert received his degree in business administration with a double major in finance and economics from James Madison in 2006.  After graduating, Thomas began a career in Baltimore where he worked as an associate with Morgan Stanley. In addition to his classes, Thomas volunteers with the Wake Forest Graduate Finance & Consulting clubs and is a Sports Club Council Representative for James Madison men’s club lacrosse.

Lou Morrell


The Morrell Fellowship was established in 2009 by WFU vice president and chief investment officer James Dunn and his wife, Lauren. It honors Lou Morrell, who served as WFU’s vice president and treasurer from 1995 to 2007. Morrell passed away in April of 2013.

In Morrell’s last year as vice president, he was responsible for management and oversight of the University’s $1.1 billion endowment fund and approximately $340 million in other investments. After stepping down as vice president, he continued managing select investments and overseeing the University’s trust program in a new role, while remaining as treasurer until 2009.

The Morrell Fellowship is open to any Wake Forest graduate student. The position enables students to strengthen their financial acumen through the direct application of their classroom education. It also provides the opportunity to network with some of the industry leaders in asset management, while also working closely with Wake Forest’s CIO and the staff of the Office of Investments.

Jim Dunn


“Getting a job in investment management, a highly competitive process, generally depends on getting an internship and doing well,” Dunn said.  “This fellowship gives a Wake Forest student an intense experience, face-to-face exposure to some of the world’s top investors and investment management firms and finally, hands-on experience in asset management, portfolio construction and risk management.

“We’ve seen over the past several years what a huge help this program has become to our Morrell Fellows, and we thank all of the investment managers, staff and alumni who have helped support the program.”

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