Karen I. Morgan

Karen I. Morgan is an experienced operations leader with a robust background in finance and investment management. Currently serving as the Director of Operations at Sagard | HalseyPoint since June 2024, Karen previously held senior operational roles at Post Advisory Group for 12 years, including Senior Director of Operations and Director of Operations. Prior experience includes managing settlements at Ares Management, co-leading operations for the CLO group at Levine Leichtman Capital Partners, and overseeing compliance reporting at RiverSource Investments. Additionally, valuable experience was gained as a Credit Associate at ING Capital. Karen I. Morgan holds education from Marymount California University and the UCLA Extensions Program, enhancing a solid foundation for a successful career in the industry.