Griffin Morgan

Asset Manager @Twain Financial Partners

St Louis, MO, US

Manage a national portfolio of specialty real estate and renewable energy investments, including Historic Tax Credit (HTC), Investment Tax Credit (ITC), PACE, and Ground Lease Capital projects. · Monitor fund-level and borrower-level financial performance; proactively address legal, financial, and compliance risks across projects with layered capital stacks.· Coordinate capital calls, capital installments, and disbursements in alignment with investment and construction milestones. · Monitor project financial and operational performance to ensure programmatic and tax credit compliance, proactively identifying risks and implementing mitigation strategies. · Analyze and interpret complex legal and financial documentation, including operating agreements, loan documents, and tax credit structures. Lead regular portfolio reviews, prepare investor reports, and present findings to internal stakeholders and leadership. · Cultivate and maintain professional relationships with developers, investors, consultants, and legal advisors to support project performance and resolve challenges. · Support cross-functional collaboration with underwriting, legal, and finance teams to ensure consistency and accuracy of data and documentation.

Spring Hill College

Bachelor of Science - BS, Political Science and Government

University of Nebraska at Omaha

Master's degree, Political Science and Government