John Morgan, Mba, Cfp®, Crpc® Email and Phone Number
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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.
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Lecturer In FinanceBabson F.W. Olin Graduate School Of BusinessBoston, Ma, Us
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Cio, Strategic Advisor And Angel InvestorMorgan Capital Family Office Llc Jan 2021 - PresentManage 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.
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Lecturer In FinanceBabson F.W. Olin Graduate School Of Business Dec 2022 - PresentBabson Park, Ma, UsTeach the following courses: Capital Markets to Masters in Finance / MBAs; Principles in Finance to undergraduates
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Certification And Advisor Coach; Angel InvestorWillow Dec 2022 - PresentBoston, Massachusetts, UsVetting 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 TRANSITIONS -
Angel InvestorBoston Pickle Club Nov 2024 - Present -
Corporate AdvisorThruhike Sep 2023 - Nov 2024Advisor to the CEO and Co-founder on business strategy, investor communications, go to market -
Lecturer In EntrepreneurshipBoston Leadership Institute Jun 2022 - May 2024Teach entrepreneurship & start up company analysis to International & U.S. STEM high school students -
Performance Strategist; Angel InvestorImpro.Ai Oct 2021 - Oct 2023Toronto, Ontario, CaPerformance strategist for over thirty executives who work at U.S. and International companies -
Guest Lecturer On Global InvestingCornell Johnson Graduate School Of Management Oct 2021 - May 2023Ithaca, New York, UsTeach global equity investing and asset valuation to executive and full time MBA classes -
Senior Vice President, Head Of The Client Advisory BusinessCorbin Advisors Jan 2020 - Dec 2020Farmington, Connecticut, UsAs 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. Presented “How are investor and analyst expectations evolving going into 2021?" Guest speaker at the NIRI Capital Conference (Webinar) in May, 2020. Presented “Earnings Communication in the New Normal."Managed a team of six senior advisors with expertise in investor relations and corporate strategy -
Managing Director, Cio Of The International And Global Small Cap FundsEpoch Investment Partners, Inc. Jun 2012 - Jan 2020New York, New York, UsLead 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. -
Senior Vice President, Global Portfolio ManagerPutnam Investments Nov 2008 - Apr 2012Boston, Massachusetts, UsLead 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. -
Senior Vice President, International & Emerging Markets Equity AnalystPutnam Investments Apr 2006 - Apr 2012Boston, Massachusetts, UsResponsible 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 positive attribution to each fund over calendar years 2009, 2010 & 2011.Outperformed the analyst benchmark by +455bps (x-currency) from 1/2010 to 3/2012.Developed deep knowledge of and built extensive fundamental data base for over fifty international companies in both Emerging and Developed markets.
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Vice President, U.S. Industrials, Energy And Materials AnalystPutnam Investments May 2003 - Apr 2006Boston, Massachusetts, UsResponsible 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.
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Vice President- Director Of Institutional Sales For Mid Market 401(K), Pension And Investment PlansPutnam Investments Jun 1994 - Jun 2001Boston, Massachusetts, UsIn 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 sales efforts and won new business from 34 out of 36 final prospects.Exceeded territory goals in 1999 & 2000; sold $65mm & $240mm in institutional retirement assets, respectively.
John Morgan, Mba, Cfp®, Crpc® Skills
John Morgan, Mba, Cfp®, Crpc® Education Details
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Cornell Johnson Graduate School Of ManagementFinance And Corporate Strategy -
Denison UniversityPolitical Science
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St. Louis University- Madrid, SpainSpanish Language And Literature
Frequently Asked Questions about John Morgan, Mba, Cfp®, Crpc®
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 the current company?
John Morgan, Mba, Cfp®, Crpc®'s current role is Lecturer in Finance.
What is John Morgan, Mba, Cfp®, Crpc®'s email address?
John Morgan, Mba, Cfp®, Crpc®'s email address is jo****@****ail.com
What is John Morgan, Mba, Cfp®, Crpc®'s direct phone number?
John Morgan, Mba, Cfp®, Crpc®'s direct phone number is +161778*****
What schools did John Morgan, Mba, Cfp®, Crpc® attend?
John Morgan, Mba, Cfp®, Crpc® attended Cornell Johnson Graduate School Of Management, Denison University, St. Louis University- Madrid, Spain.
What are some of John Morgan, Mba, Cfp®, Crpc®'s interests?
John Morgan, Mba, Cfp®, Crpc® has interest in Children, Community Service, History And Emerging Markets, Member Of Toastmasters, Public Speaking, Education, Reading, Sports, Tennis And Scuba Diving, Year Up Mentor.
What skills is John Morgan, Mba, Cfp®, Crpc® known for?
John Morgan, Mba, Cfp®, Crpc® has skills like Portfolio Management, Investments, Energy, Emerging Markets, Natural Resources, Financial Statement Analysis, Industrials, Hedge Funds, Chemical Industry, Industrial Sector, Investment Management, Equities.
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