![Jonathan Morgan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jonathan Morgan
Directeur/Membre du Conseil chez
ANGEL OAK MORTGAGE REIT, INC.
Fortune : 532 292 $ au 31/05/2026
Profil
Jonathan S.
Morgan is the founder of Sound Fund Advisors LLC, founded in 2011, where the title held is Independent Director.
Current jobs include Director at T.
Rowe Price Oha Select Private Credit Fund since 2022, Director at Oha Senior Private Lending Fund (U) LLC since 2022, Independent Director at Angel Oak Mortgage REIT, Inc. since 2022, and Independent Trustee at Seg Partners Long Short Equity Fund starting in 2025.
Former jobs include Portfolio Manager at Croesus Capital Management Corp.
from 1997 to 1998, Head-Research & Portfolio Management at Artio Global Management LLC from 2002 to 2005, Portfolio Manager at Caxton Associates LLP from 1993 to 1996, Portfolio Manager at Pine Grove Alternative Institutional Fund from 2013 to 2020, Portfolio Manager at Parallax Capital Management Pte Ltd. from 1999 to 2002, Head-Global Hedge Fund Research at Union Bancaire Privee Asset Management LLC from 2009 to 2011, and Head-Investments at BlackRock Asset Management North Asia Ltd. from 2005 to 2009.
Education includes an undergraduate degree from Princeton University conferred in 1986, a graduate degree from Harvard Kennedy School of Government conferred in 1990, and a graduate degree from Yale Divinity School conferred in 2019.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 13/05/2026 | 64 677 ( 0,26 % ) | 532 292 $ | 31/05/2026 |
Postes actifs de Jonathan Morgan
| Sociétés | Poste | Début |
|---|---|---|
| ANGEL OAK MORTGAGE REIT, INC. | Directeur/Membre du Conseil | 24/01/2022 |
Sound Fund Advisors LLC | Fondateur | 01/03/2011 |
T. Rowe Price Oha Select Private Credit Fund
 T. Rowe Price Oha Select Private Credit Fund Financial ConglomeratesFinance Provides investment services | Directeur/Membre du Conseil | 01/01/2022 |
Anciens postes connus de Jonathan Morgan
| Sociétés | Poste | Fin |
|---|---|---|
Pine Grove Alternative Institutional Fund
 Pine Grove Alternative Institutional Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Corporate Officer/Principal | 01/11/2020 |
Union Bancaire Privee Asset Management LLC
 Union Bancaire Privee Asset Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/03/2011 |
BlackRock Asset Management North Asia Ltd.
 BlackRock Asset Management North Asia Ltd. Investment ManagersFinance BAMNAL manages equity and real estate strategies. Their equity platform can offer a broad range of products that vary according to investment style, market capitalization, and geography. | Directeur en chef des Investissements | 01/01/2009 |
Artio Global Management LLC
 Artio Global Management LLC Investment ManagersFinance Artio Global Management (AGM) manages a variety of global equity and fixed-income investment strategies. The firm focuses on creating highly-diversified portfolios of attractive securities that are based on benchmarks, while being willing to actively depart from them in the pursuit of superior risk-adjusted returns. Their strategies include international equity, global equity, US equity, investment grade fixed-income, high yield and core plus. AGM's international equity strategies are core strategies that do not attempt to follow either a growth approach or a value approach. The strategies invest in equity securities in developed and emerging markets outside the US. They seek to maintain a diversified core portfolio that is driven by dynamic sector and company fundamental analysis. AGM's objective is to invest in a highly-diversified portfolio of the most relatively attractive securities in over 20 countries. The Artio Global Equity Strategy is a core, multi-cap equity strategy that invests in companies throughout the world. The strategy employs the same investment process as AGM's international equity strategies, but includes investments in US equities. AGM's US equity strategies include micro-cap, small-cap, mid-cap and multi-cap. The strategies invest the stocks of US issuers with market-cap relevant to each category. AGM employs an individual stock selection approach that is based on in-depth fundamental research, valuation and scenario analysis, rather than market timing or sector/industry concentration. The process employs the use of both qualitative and quantitative analysis. AGM's investment grade fixed-income strategy focuses on investments in the high grade debt of both US and non-US issuers. Their main offering is the Artio Total Return Bond Strategy, which must invest at least 60% of portfolio assets in the US fixed-income markets and also seeks to take advantage of opportunities in the investment grade non-US markets. The Artio High Yield Strategy invests in securities issued by non-investment grade issuers in both developed and emerging markets. AGM's core plus strategy combines their investment grade fixed-income strategy with their high yield strategy. The strategy employs an allocation model to complement the firm's top-down macro view. | Directeur Technique/Scientifique/R&D | 01/01/2005 |
Parallax Capital Management Pte Ltd.
 Parallax Capital Management Pte Ltd. Investment ManagersFinance Parallax invests in companies located in Singapore. The firm focuses on companies operating in the field of telecommunications sector. The firm makes real estate private equity and early stage venture capital transactions. | Corporate Officer/Principal | 01/01/2002 |
Formation de Jonathan Morgan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
13
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 13 |
|---|---|
Croesus Capital Management Corp. | Finance |
Artio Global Management LLC
Artio Global Management LLC Investment ManagersFinance Artio Global Management (AGM) manages a variety of global equity and fixed-income investment strategies. The firm focuses on creating highly-diversified portfolios of attractive securities that are based on benchmarks, while being willing to actively depart from them in the pursuit of superior risk-adjusted returns. Their strategies include international equity, global equity, US equity, investment grade fixed-income, high yield and core plus. AGM's international equity strategies are core strategies that do not attempt to follow either a growth approach or a value approach. The strategies invest in equity securities in developed and emerging markets outside the US. They seek to maintain a diversified core portfolio that is driven by dynamic sector and company fundamental analysis. AGM's objective is to invest in a highly-diversified portfolio of the most relatively attractive securities in over 20 countries. The Artio Global Equity Strategy is a core, multi-cap equity strategy that invests in companies throughout the world. The strategy employs the same investment process as AGM's international equity strategies, but includes investments in US equities. AGM's US equity strategies include micro-cap, small-cap, mid-cap and multi-cap. The strategies invest the stocks of US issuers with market-cap relevant to each category. AGM employs an individual stock selection approach that is based on in-depth fundamental research, valuation and scenario analysis, rather than market timing or sector/industry concentration. The process employs the use of both qualitative and quantitative analysis. AGM's investment grade fixed-income strategy focuses on investments in the high grade debt of both US and non-US issuers. Their main offering is the Artio Total Return Bond Strategy, which must invest at least 60% of portfolio assets in the US fixed-income markets and also seeks to take advantage of opportunities in the investment grade non-US markets. The Artio High Yield Strategy invests in securities issued by non-investment grade issuers in both developed and emerging markets. AGM's core plus strategy combines their investment grade fixed-income strategy with their high yield strategy. The strategy employs an allocation model to complement the firm's top-down macro view. | Finance |
Caxton Associates LLP
 Caxton Associates LLP Investment ManagersFinance Caxton Associates aims to deliver consistent absolute returns for their investors irrespective of the market environment. The firm blends a rigorous assessment of macroeconomics, market technicals, politics plus policy, and individual company analysis. Active across all liquid asset classes, the result is portfolios that strike a balance between excellent returns and resilience. | Finance |
Pine Grove Alternative Institutional Fund
Pine Grove Alternative Institutional Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Parallax Capital Management Pte Ltd.
Parallax Capital Management Pte Ltd. Investment ManagersFinance Parallax invests in companies located in Singapore. The firm focuses on companies operating in the field of telecommunications sector. The firm makes real estate private equity and early stage venture capital transactions. | Finance |
Union Bancaire Privee Asset Management LLC
Union Bancaire Privee Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
BlackRock Asset Management North Asia Ltd.
BlackRock Asset Management North Asia Ltd. Investment ManagersFinance BAMNAL manages equity and real estate strategies. Their equity platform can offer a broad range of products that vary according to investment style, market capitalization, and geography. | Finance |
Yale Divinity School
 Yale Divinity School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Kennedy School of Government
 Harvard Kennedy School of Government Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Angel Oak Mortgage REIT, Inc.
 Angel Oak Mortgage REIT, Inc. Real Estate Investment TrustsFinance Acts as a Real Estate Investment Trust/REIT | Finance |
Sound Fund Advisors LLC | |
T. Rowe Price Oha Select Private Credit Fund
T. Rowe Price Oha Select Private Credit Fund Financial ConglomeratesFinance Provides investment services | Finance |
