Phil Morgan Location
- Richmond, IN, US
Phil Morgan Work
- 2012 - now Chief Investment Officer @
- 2005 - 2012 Senior Director, Real Estate Private Equity @
- 1997 - 2005 Sr. Retail Analyst and Credit Manager @
- 1987 - 1997 Vice President @
Phil Morgan Education
- Butler University - Lacy School of Business
MBA (Finance)
1994 - 1996 - Indiana University - Kelley School of Business
BS (Business Management)
1978 - 1982
Phil Morgan Skills
- Due Diligence
- Hedge Funds
- Mutual Funds
- Sales
- Asset Allocation
- Real Estate Development
- Emerging Markets
- Investments
- Mergers and Acquisitions
- Corporate Finance
- Investment Properties
- Acquisitions
- Equities
- Commercial Real Estate
- Valuation
- Negotiation
- Fixed Income
- Investment Strategies
- Investment Management
- Financial Structuring
- Structured Finance
- CMBS
- Funding
- Credit
- Real Estate Private Equity
- Real Estate
- Portfolio Management
- Investor Relations
- Financial Analysis
- Underwriting
- Capital
- Real Estate Economics
- Private Equity
- DCF
- Capital Markets
- Real Estate Financing
- Asset Management
- Management
- Venture Capital
- Investment Banking
- Brokerage
- Joint Ventures
- Finance
- Disposition
- Microsoft Excel
- Bonds
- Institutional Investments
- Series 7
- Securities
- Risk Management
- Alternative Investments
- Financial Modeling
Phil Morgan Summary
- Phil Morgan, based in Richmond, IN, US, is currently a Chief Investment Officer at Earlham College. Phil Morgan brings experience from previous roles at AEGON USA Realty Advisors, Simon Property Group and Laureate Capital. Phil Morgan holds a 1994 - 1996 MBA in Finance @ Butler University - Lacy School of Business. With a robust skill set that includes Due Diligence, Hedge Funds, Mutual Funds, Sales, Asset Allocation and more. Phil Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Earlham College Employees
Phil Morgan
Chief Investment Officer
Richmond, IN, US
Amy Bryant
Library Director
Fountain City, IN, US
Laura Hinkley
Associate Vice President of Institutional Advancement
Richmond, IN, US
Nathan Sheets
Director of Annual Giving
Cincinnati, OH, US
Kim Tanner
Vice President For Institutional Advancement
Richmond, IN, US
Doug Bennett
President Emeritus and Professor of Politics
Richmond, IN, US
Liz Johnson
Creative Director
Middletown, OH, US
Brian Zimmerman
Assistant Vice President of Strategic Communications
Richmond, IN, US
Anne Houtman
Former President and Professor
Centerville, IN, US
Brian Laduca
Associate Vice President for Academic Affairs
Dayton, OH, US
Knoll Bendsen
Events Technical Director
Richmond, IN, US
Jalen Ang
Investment Club President
Richmond, IN, US
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