AeroLeads people directory · profile
John Morgan, Mba, Cfp®, Crpc® Email & Phone Number
Lecturer in Finance
at
Babson F.W. Olin Graduate School of Business
1 work email found
@eipny.com
3 phones found area 617, 646, and 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Lecturer in Finance
Location
Greater Boston, United States, United States
Who is John Morgan, Mba, Cfp®, Crpc®? Overview
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Quick answer
John Morgan, Mba, Cfp®, Crpc® is listed as Lecturer in Finance at Babson F.W. Olin Graduate School of Business, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at eipny.com, phone signal with area code 617, 646, 212, and a matched LinkedIn profile for John Morgan, Mba, Cfp®, Crpc®.
John Morgan, Mba, Cfp®, Crpc® previously worked as CIO, Strategic Advisor and Angel Investor at Morgan Capital Family Office Llc and Certification and Advisor Coach; Angel Investor at Willow. John Morgan, Mba, Cfp®, Crpc® holds Mba, Finance And Corporate Strategy from Cornell Johnson Graduate School Of Management.
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Email format at Babson F.W. Olin Graduate School of Business
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*@eipny.com
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AeroLeads found 1 current-domain work email signal for John Morgan, Mba, Cfp®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About John Morgan, Mba, Cfp®, Crpc®
Chief Investment Officer with a demonstrated track record of more than twenty five years investing across all equity sectors and market caps as well as in alternative investments and natural resources. Strategic advisor and angel investor in multiple startup companies. Significant management experience running high performing investment analyst, corporate strategy and investor relations teams. Senior Advisor to "C-Suite" executives on corporate strategy and RIAs on asset allocation models, investment selection and process. Executive coach for multiple corporate clients. Guest lecturer on global investing at Cornell Johnson Business School, keynote speaker at NIRI and IR Magazine investment conferences. Lecturer in finance at Babson Olin Graduate School of Business and Babson College. Father of three, triathlete and athletic coach.
Listed skills include Portfolio Management, Investments, Energy, Emerging Markets, and 16 others.
Current workplace
John Morgan, Mba, Cfp®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Babson F.W. Olin Graduate School Of Business
AeroLeads page
15 roles
John Morgan, Mba, Cfp®, Crpc® work experience
A career timeline built from the work history available for this profile.
Cio, Strategic Advisor And Angel Investor
Current
Morgan Capital Family Office Llc
Manage a family office, equity income portfolio and multiple investments in U.S. real estate and start up companies. Teach finance courses to Babson MBAs and Undergraduates and provide consulting services to Start-Up companies.
Jan 2021 - Present
Lecturer In Finance
CurrentTeach the following courses: Capital Markets to Masters in Finance / MBAs; Principles in Finance to undergraduates
Dec 2022 - Present
Certification And Advisor Coach; Angel Investor
CurrentVetting financial advisors for certification programs: CERTIFIED ADVISOR FOR WOMEN and CERTIFIED ADVISOR FOR NEXT-GEN Provide one-on-one coaching to financial advisors to improve client satisfaction and retentionSubject Matter Expert: content contributor for financial advisor continuing education training on the topic of: HELPING CLIENTS NAVIGATE CAREER.
Dec 2022 - Present
Angel Investor
Current
Nov 2024 - Present
Corporate Advisor
Advisor to the CEO and Co-founder on business strategy, investor communications, go to market
Sep 2023 - Nov 2024
Lecturer In Entrepreneurship
Teach entrepreneurship & start up company analysis to International & U.S. STEM high school students
Jun 2022 - May 2024
Performance Strategist; Angel Investor
Performance strategist for over thirty executives who work at U.S. and International companies
Oct 2021 - Oct 2023
Guest Lecturer On Global Investing
Teach global equity investing and asset valuation to executive and full time MBA classes
Oct 2021 - May 2023
Senior Vice President, Head Of The Client Advisory Business
As a senior leader and head of Corbin's Client Advisory Group, oversaw all retainer and client engagements providing advice to “C-Suite” and Investor Relations teams on corporate strategy and communications.Grew the retainer client business +40% in 2020 while retaining all existing clients.Guest speaker at IR Magazine Canada Forum in October, 2020..
Jan 2020 - Dec 2020
Managing Director, Cio Of The International And Global Small Cap Funds
Lead Portfolio Manager of the International and Global Small Cap funds with >$1Billion in AUM.Provided “small and mid cap” investment ideas primarily in the industrial, consumer, technology and healthcare sectors to the International Small Cap, Global Small Cap and EAFE strategies.Managed and mentored a team of small cap analysts.
Jun 2012 - Jan 2020
Senior Vice President, Global Portfolio Manager
Lead Portfolio Manager of the Putnam Global Resources Fund (EBERX) 2008 to 2012. Structured this $1Billion, multi-sector portfolio to outperform the Global MSCI benchmark. EBERX outperformed the benchmark by +1510bps from 12/2008 to 3/2012 with an individual contribution of +1010bps.Co-Portfolio Manager of the Putnam Global Sector Fund of Funds.
Nov 2008 - Apr 2012
Senior Vice President, International & Emerging Markets Equity Analyst
Responsible for recommending Developed (X-US) and Emerging market investment ideas in the Energy, Industrial and Materials sectors. Regularly communicated to all International Portfolio Managers via group presentations and one-on-one meetings.Ranked as one of the top three analysts for all five of the Putnam International Funds, contributing >120bps of.
Apr 2006 - Apr 2012
Vice President, U.S. Industrials, Energy And Materials Analyst
Responsible for finding and recommending U.S. industrials, Materials, and Energy investment ideas. Regularly communicated to all U.S. Portfolio Managers via group presentations and one-on-one discussions.Ranked in top 5% of Global Equity Research Analysts for Total Alpha Contribution from 6/2003 to 12/2007.
May 2003 - Apr 2006
Vice President- Director Of Institutional Sales For Mid Market 401(K), Pension And Investment Plans
In charge of growing the sales of Mid Market 401(k), Pension & Investment only plans in the Midwest. Developed relationships with consultants who provided the opportunities to make sales presentations to the key decision making committees at mid and large corporations. Lead presenter and facilitator at all final presentations.In 2000, coordinated / led.
Jun 1994 - Jun 2001
3 education records
John Morgan, Mba, Cfp®, Crpc® education
Mba, Finance And Corporate Strategy
Cornell Johnson Graduate School Of Management
Ba, Economics, Political Science
Denison University
Study Abroad, Spanish Language And Literature
St. Louis University- Madrid, Spain
FAQ
Frequently asked questions about John Morgan, Mba, Cfp®, Crpc®
Quick answers generated from the profile data available on this page.
What company does John Morgan, Mba, Cfp®, Crpc® work for?
John Morgan, Mba, Cfp®, Crpc® works for Babson F.W. Olin Graduate School of Business.
What is John Morgan, Mba, Cfp®, Crpc®'s role at Babson F.W. Olin Graduate School of Business?
John Morgan, Mba, Cfp®, Crpc® is listed as Lecturer in Finance at Babson F.W. Olin Graduate School of Business.
What is John Morgan, Mba, Cfp®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @eipny.com for John Morgan, Mba, Cfp®, Crpc® at Babson F.W. Olin Graduate School of Business.
What is John Morgan, Mba, Cfp®, Crpc®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 646, 212 for John Morgan, Mba, Cfp®, Crpc® at Babson F.W. Olin Graduate School of Business.
Where is John Morgan, Mba, Cfp®, Crpc® based?
John Morgan, Mba, Cfp®, Crpc® is based in Greater Boston, United States, United States while working with Babson F.W. Olin Graduate School of Business.
What companies has John Morgan, Mba, Cfp®, Crpc® worked for?
John Morgan, Mba, Cfp®, Crpc® has worked for Babson F.W. Olin Graduate School Of Business, Morgan Capital Family Office Llc, Willow, Boston Pickle Club, and Thruhike.
How can I contact John Morgan, Mba, Cfp®, Crpc®?
You can use AeroLeads to view verified contact signals for John Morgan, Mba, Cfp®, Crpc® at Babson F.W. Olin Graduate School of Business, including work email, phone, and LinkedIn data when available.
What schools did John Morgan, Mba, Cfp®, Crpc® attend?
John Morgan, Mba, Cfp®, Crpc® holds Mba, Finance And Corporate Strategy from Cornell Johnson Graduate School Of Management.
What skills is John Morgan, Mba, Cfp®, Crpc® known for?
John Morgan, Mba, Cfp®, Crpc® is listed with skills including Portfolio Management, Investments, Energy, Emerging Markets, Natural Resources, Financial Statement Analysis, Industrials, and Hedge Funds.
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