Jon Morgan Email & Phone Number

Senior Portfolio Manager @ Holderness Investments Company

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Jon Morgan Location

Charlotte, NC, US

Jon Morgan Work

2024 - now Senior Portfolio Manager @ Holderness Investments Company
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2022 - 2024 Sr. Portfolio Manager @ McShane Partners
2014 - 2023 Founder, Portfolio Manager @ SP Capital Management LLC

2011 - 2023 Founder, Portfolio Manager @ Simarian Research
2010 - 2011 Founder, Fund Manager @ Morgan Capital Managers, LLC
2000 - 2010 Senior Portfolio Manager @ Bank of America
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1997 - 2000 Senior Research Analyst @ J.C. Bradford & Co.
1996 - 1997 Equity Research Assistant @ Morgan Keegan & Company

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Jon Morgan Education

Rhodes College
Bachelor of Arts (Business Administration & Finance)
1992 - 1996
Tupelo High School
1988 - 1992

Jon Morgan Skills

Fiduciary
Client Relations
Hedge Funds

Equity Research
Mutual Funds
Portfolio Management
Alternative Investments
Investment Management
Equities
Fund Of Funds

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Jon Morgan Summary

Jon Morgan, based in Charlotte, NC, US, is currently a Senior Portfolio Manager at Holderness Investments Company. Jon Morgan brings experience from previous roles at McShane Partners, SP Capital Management LLC, Simarian Research and Morgan Capital Managers, LLC. Jon Morgan holds a 1992 - 1996 Bachelor of Arts in Business Administration & Finance @ Rhodes College. With a robust skill set that includes Fiduciary, Client Relations, Hedge Funds, Equity Research, Mutual Funds and more. Jon Morgan has 3 emails and 1 mobile phone numbers on RocketReach.

Jon Morgan Emails

Found 3 emails

Jon Morgan Phone Numbers

Found 2 phone numbers

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Top Holderness Investments Company Employees

Jon Morgan

Senior Portfolio Manager at Holderness Investments Company

Charlotte, NC, US
3
- yahoo.com
- hotmail.com
- holdernessinvestments.com
2
- 704906XXXX
- 704904XXXX
Ryan Vaudrin

Wealth Advisor at Holderness Investments Company

Charlotte, NC, US
2
- aol.com
- holdernessinvestments.com
2
- 910520XXXX
- 910793XXXX
Richard Holderness

President at Holderness Investments Company

Greensboro, NC, US
1
- holdernessinvestments.com
Emilee Jones

Administrative Assistant at Holderness Investments Company

Greensboro, NC, US
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