Joe Morgan
About Joe Morgan
Joe Morgan is a Managing Director at Piper Sandler, where he has worked since 2021. He has extensive experience in investment banking, having held senior roles at D.A. Davidson, Montgomery & Co., and Wedbush Securities.
Work at Piper Sandler
Joe Morgan serves as Managing Director at Piper Sandler, a role he has held since 2021. He is based in Orange County, California. In this position, he focuses on investment banking, leveraging his extensive experience in the financial sector.
Previous Experience in Investment Banking
Before joining Piper Sandler, Joe Morgan worked at D.A. Davidson Investment Banking as Managing Director and Co-Head of Technology Investment Banking from 2017 to 2021. His earlier roles include Managing Director at Wedbush Securities from 2015 to 2017 and Partner at Montgomery & Co. from 2004 to 2013.
Early Career in Finance
Joe Morgan began his career in finance as an Analyst at JPMorgan from 2003 to 2004. He also worked as a Research Assistant at Smith Barney from 2000 to 2001. These early roles provided him with foundational experience in the investment banking sector.
Education and Expertise
Joe Morgan studied at the University of California, Berkeley, where he completed his degree from 1996 to 2000. His educational background supports his expertise in investment banking and finance, contributing to his successful career.