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Spencer Morgan Location
Boston, MA, US
Spencer Morgan Work
Portfolio Manager @ (March 2021 - Present)
Co-Portfolio Manager @ (April 2017 - Present)
Equity Analyst @ (May 2013 - April 2017)
Investment Associate @ (February 2010 - May 2013)
Analyst @ CH Boston Private Equity (May 2009 - February 2010)
Equity Research Intern @ Coburn and Meredith (May 2008 - August 2008)
Spencer Morgan Education
Questrom School of Business, Boston University
Bachelor of Science (Business Administration)
2005-2009
Spencer Morgan Skills
Equity Valuation
Financial Modeling
Valuation
Equities
Portfolio Management
Spencer Morgan Summary
Spencer Morgan, based in Boston, MA, US, is currently a Portfolio Manager at Putnam Investments. Spencer Morgan brings experience from previous roles at Putnam Investments and CH Boston Private Equity. Spencer Morgan holds a 2005 - 2009 Bachelor of Science in Business Administration @ Questrom School of Business, Boston University. With a robust skill set that includes Equity Valuation, Financial Modeling, Valuation, Equities, Portfolio Management and more. Spencer Morgan has 2 emails and 1 mobile phone numbers on RocketReach.
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