Jonathan Morgan Location

Darien, CT, US

Jonathan Morgan Work

  • 2011 - now  Managing Member and Principal @ Sound Fund Advisors LLC
  • 2022 - now  Member Board of Directors @ Angel Oak Mortgage REIT (NYSE: AOMR)
  • 2022 - now  Member Board of Trustees, T. Rowe Price OHA Select Private Credit Fund @ Oak Hill Advisors, L.P.
  • 2024 - now  Member Board of Trustees, T. Rowe Price OHA Flexible Credit Income Fund @ Oak Hill Advisors, L.P.
  • 2009 - 2011 Global Head of Research - Alternative Investments @ UBP Asset Management
  • 2005 - 2009 Managing Director @ BlackRock
  • 2002 - 2005 Director of Hedge Fund Research @ Julius Baer Investment Management
  • 1999 - 2002 Managing Director @ Parallax Capital Management
  • 1993 - 1996 Strategist @ Caxton Associates
  • 1990 - 1993 Associate @ Morgan Stanley

Jonathan Morgan Education

  • Yale Divinity School

    Master of Divinity - MDiv (Coursework in Ethics)

    2013 - 2019
  • Harvard Kennedy School

    MPP

    1988 - 1990
  • Princeton University

    1982 - 1986

Jonathan Morgan Skills

  • Hedge Funds
  • Alternative Investments
  • Asset Managment
  • Fund Of Funds
  • Equities
  • Fixed Income
  • Derivatives
  • Asset Allocation
  • Bloomberg
  • Capital Markets

Jonathan Morgan Summary

Jonathan Morgan, based in Darien, CT, US, is currently a Managing Member and Principal at Sound Fund Advisors LLC. Jonathan Morgan brings experience from previous roles at Angel Oak Mortgage REIT (NYSE: AOMR), Oak Hill Advisors, L.P. and UBP Asset Management. Jonathan Morgan holds a 2013 - 2019 Master of Divinity - MDiv in Coursework in Ethics @ Yale Divinity School. With a robust skill set that includes Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Equities and more. Jonathan Morgan has 3 emails and 4 mobile phone numbers on RocketReach.

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