Jon Morgan's Location
Charlotte, NC, US
Jon Morgan's Work
- Senior Portfolio Manager @ Holderness Investments Company
- Sr. Portfolio Manager @ McShane Partners
- Founder, Portfolio Manager @ SP Capital Management LLC
- Founder, Portfolio Manager @ Simarian Research
- Founder, Fund Manager @ Morgan Capital Managers, LLC
- Senior Portfolio Manager @ Bank of America
- Senior Research Analyst @ J.C. Bradford & Co.
- Equity Research Assistant @ Raymond James
Jon Morgan's Education
- Rhodes College
Bachelor of Arts (Business Administration & Finance)
1992 - 1996 - Tupelo High School1988 - 1992
Jon Morgan's Skills
- Hedge Funds
- Equity Research
- Mutual Funds
- Portfolio Management
- Alternative Investments
- Investment Management
- Equities
- Fund of Funds
- Equity Valuation
- Investment Strategies
Jon Morgan's Summary
Jon Morgan, based in Charlotte, NC, US, is currently a Senior Portfolio Manager at Holderness Investments Company, bringing 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 Hedge Funds, Equity Research, Mutual Funds, Portfolio Management, Alternative Investments and more, Jon Morgan contributes valuable insights to the industry. Jon Morgan has 2 emails and 1 mobile phone number on RocketReach.
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