Jon Morgan, CAIA, is a Managing Director and Head of Consultant Relations at Sagard, having previously served as Global Head of Consultant Relations at Orchard Global and held leadership roles at Insight Investment, BlackRock, and Lord, Abbett & Co. LLC. With a background in finance from Creighton University, Morgan has demonstrated expertise in strategic and tactical sales planning within the investment management industry, focusing on private markets, real assets, hedge funds, fixed income, and public market equity. Morgan’s experience encompasses working with institutional investors across various segments, providing them with valuable portfolio insights and investment strategies.
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