![Kelly Anne 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>)
Kelly Anne Morgan
Directeur/Membre du Conseil chez
Berkshire Taconic Community Foundation
Profil
Kelly Anne Morgan currently works at Berkshire Taconic Community Foundation, as Director.
Ms. Morgan also formerly worked at Prio Wealth LP, as Managing Partner & Wealth Advisor from 2008 to 2025, ACMC LLC, as Principal, Putnam Investment Management LLC, as Head of Global Equity Research, and Morgan Stanley Investment Management, Inc., as Principal.
Ms. Morgan received her undergraduate degree in 1984 from Middlebury College and Masters Business Admin degree in 1988 from Harvard University.
Postes actifs de Kelly Anne Morgan
| Sociétés | Poste | Début |
|---|---|---|
Berkshire Taconic Community Foundation
 Berkshire Taconic Community Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as a trust foundation | Directeur/Membre du Conseil | - |
Anciens postes connus de Kelly Anne Morgan
| Sociétés | Poste | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Director of Investments | 09/01/2025 |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Directeur de la Recherche - Actions | 30/03/2008 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
ACMC LLC
 ACMC LLC Investment ManagersFinance ACMC LLC is an active manager. | Corporate Officer/Principal | - |
Formation de Kelly Anne Morgan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Middlebury College
 Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ACMC LLC
ACMC LLC Investment ManagersFinance ACMC LLC is an active manager. | Finance |
Berkshire Taconic Community Foundation
Berkshire Taconic Community Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as a trust foundation | Miscellaneous |
