James Morgan Email & Phone Number
Managing Director, Head of Food, Beverage and Wellness Investment Banking @ Fifth Third Securities
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James Morgan Location
- New York, NY, US
James Morgan Work
- Managing Director, Head of Food, Beverage and Wellness Investment Banking @ (August 2025 - Present)
- Founder and Managing Director @ Three Globe Capital (January 2025 - August 2025)
- Head of M and A Advisory @ Amplify Capital Advisors (July 2023 - December 2024)
- Director, Consumer Investment Banking @ (March 2019 - July 2023)
- Vice President, Corporate Finance - Food, Beverage and Agri-Business @ (February 2013 - February 2019)
- Investment Banking Vice President - Global Industrials Group @ Deutsche Bank Securities (February 2012 - December 2012)
- Investment Banking Associate - Global Industrials Group @ Deutsche Bank Securities (June 2008 - February 2012)
- Investment Banking Summer Associate @ Deutsche Bank Securities (June 2007 - August 2007)
- Associate, Family Business Division @ (November 2004 - July 2006)
- Senior Portfolio Accounting Analyst, International Division @ (November 2000 - November 2004)
James Morgan Education
- NYU Stern School of Business
Master of Business Administration (MBA) (Finance, Economics and Entrepreneurship)
2006-2008 - Franklin & Marshall College
Bachelor of Arts (BA) (Business Administration)
1996-2000
James Morgan Skills
- Leadership
- Management
- Portfolio Management
- Acquisitions
- Investments
- Marketing
- Finance
- Corporate Finance
- Aircraft Leasing
- Financial Modeling
- Company Valuation
- Investment Banking
- Capital Markets Advisory
- Automotive
- Cross Border M&A
- DCF Valuation
- LBO
- Valuation
- M&A execution
- Enterprise Valuation
- M&a Modeling
James Morgan Summary
- James Morgan, based in New York, NY, US, is currently a Managing Director, Head of Food, Beverage and Wellness Investment Banking at Fifth Third Securities. James Morgan brings experience from previous roles at Three Globe Capital, Amplify Capital Advisors and BNP Paribas. James Morgan holds a 2006 - 2008 Master of Business Administration (MBA) in Finance, Economics and Entrepreneurship @ NYU Stern School of Business. With a robust skill set that includes Leadership, Management, Portfolio Management, Acquisitions, Investments and more. James Morgan has 1 emails and 3 mobile phone numbers on RocketReach.
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