Jon Michael Morgan
Senior Portfolio Manager, Holderness Investments Company
- Role
- Senior Portfolio Manager at Holderness Investments Company
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jon Michael Morgan
Jon Michael has more than 25 years investment experience and has earned the right to use…
Experience
Senior Portfolio Manager
Holderness Investments Company
Feb 2024 — Present · Charlotte, NC, US
Education
Rhodes College
Bachelor of Arts, Business Administration & Finance
1992 — 1996
Skills
- Portfolio Management
- Asset Management
- Equities
- Equity Valuation
- Wealth Management
- Mutual Funds
- Asset Allocation
- Capital Markets
- Investment Management
- Investment Advisory
- Equity Research
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Private Equity
- Fixed Income
- Investments
- Fund of Funds
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