Mark Morgan, Cfa
About Mark Morgan, Cfa
Mark Morgan, CFA, is the Director at SEI Investments with extensive experience in capital markets and institutional portfolio management.
Professional Title
Mark Morgan holds the position of Director at SEI Investments. His role includes providing strategic guidance and technical education, with a focus on client service, new business development, and capital markets.
Previous Experience at BlackRock
Mark Morgan served as Managing Director at BlackRock from 2005 to 2010. During this tenure, he was responsible for overseeing institutional portfolio management and capital markets operations.
Career at Deutsche Asset Management
From 2000 to 2005, Mark Morgan worked as a Director at Deutsche Asset Management/Scudder Investments. In this role, he focused on portfolio management and delivering strategic financial solutions to tax-exempt clients.
Role at ABN AMRO Asset Management
Between 1991 and 2000, Mark Morgan was Vice President at ABN AMRO Asset Management/LaSalle Trust. His responsibilities included capital markets and client relationship management, where he demonstrated strong client relationship skills.
Education in Finance
Mark Morgan earned a Bachelor of Business Administration (BBA) degree in Finance from The University of Iowa Tippie College of Business, completing his studies from 1986 to 1990.
Licenses and Certifications
Mark Morgan holds Series 7, 63, and 24 licenses, underlining his qualifications in financial services and investment management.
Expertise in Capital Markets and Portfolio Management
Mark Morgan possesses comprehensive expertise in capital markets and institutional portfolio management, specifically for tax-exempt clients. His skills include strategic guidance, technical education, and day-to-day support for clients.