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William E. Morgan Email & Phone Number

Senior Financial Executive|Traditional & Alternative Asset Management|Consultant Relations Focus|Process Oriented Management|Client-Centric Approach|Global Experience|Change Agent
Location: Greater Chicago Area, United States, United States 4 work roles 2 schools
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Role
Senior Financial Executive|Traditional & Alternative Asset Management|Consultant Relations Focus|Process Oriented Management|Client-Centric Approach|Global Experience|Change Agent
Location
Greater Chicago Area, United States, United States

Who is William E. Morgan? Overview

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William E. Morgan is listed as Senior Financial Executive|Traditional & Alternative Asset Management|Consultant Relations Focus|Process Oriented Management|Client-Centric Approach|Global Experience|Change Agent based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for William E. Morgan.

William E. Morgan previously worked as Managing Director, Consultant Relations at Gcm Grosvenor and Managing Director, Client Relationship Management at Mesirow Financial. William E. Morgan holds Master Of Business Administration (Mba), Finance And Marketing from Northwestern University - Kellogg School Of Management.

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About William E. Morgan

William E. Morgan is a Senior Financial Executive|Traditional & Alternative Asset Management|Consultant Relations Focus|Process Oriented Management|Client-Centric Approach|Global Experience|Change Agent.

4 roles · 26 years

William E. Morgan work experience

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Managing Director, Consultant Relations

Chicago

As Head of Consultant Relations I led the firm's efforts to broaden and deepen connectivity with the global consultant community. In this role I designed and implemented a consultant relations platform, managed the business development team's consultant relations efforts and served as primary consultant relations manager for key consultants.

2018 - Apr 2023

Managing Director, Client Relationship Management

Greater Chicago Area

Mesirow Advanced Strategies, a subsidiary of privately held financial services firm Mesirow Financial, is focused exclusively on the construction and management of purpose built commingled and customized portfolios of hedge funds, assisting institutional investors in addressing their portfolio needs. As a member of our North American Institutional Client.

2015 - 2018 ~3 yrs

Executive Director, Client Portfolio Manager And Consultant Relations

Greater Chicago Area

Responsible for managing the interaction and relationships with US investment consultants researching local and global capabilities across traditional and alternative asset classes. In a previous role, served as a Client Portfolio Manager representing the firm's traditional and alternative equity strategies for institutional, wholesale, and 3rd party.

2007 - 2015 ~8 yrs

Vice President, Institutional Equity Sales

Managed firm relationships with a broad range of top tier asset managers including hedge funds, mutual funds, insurance companies and public funds.

2000 - 2007 ~7 yrs
2 education records

William E. Morgan education

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What is William E. Morgan's role at their current company?

William E. Morgan is listed as Senior Financial Executive|Traditional & Alternative Asset Management|Consultant Relations Focus|Process Oriented Management|Client-Centric Approach|Global Experience|Change Agent.

Where is William E. Morgan based?

William E. Morgan is based in Greater Chicago Area, United States, United States.

What companies has William E. Morgan worked for?

William E. Morgan has worked for Gcm Grosvenor, Mesirow Financial, Ubs Global Asset Management, and Morgan Stanley.

How can I contact William E. Morgan?

You can use AeroLeads to view verified contact signals for William E. Morgan, including work email, phone, and LinkedIn data when available.

What schools did William E. Morgan attend?

William E. Morgan holds Master Of Business Administration (Mba), Finance And Marketing from Northwestern University - Kellogg School Of Management.

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