Jonathan Morgan

Jonathan Morgan

Analyst

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location of Jonathan MorganDarien, Connecticut, United States

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  • Timeline

  • About me

    Founder & Principal at Sound Fund Advisors LLC

  • Education

    • Harvard Kennedy School

      1988 - 1990
      MPP
    • Princeton University

      1982 - 1986
    • Yale Divinity School

      2013 - 2019
      Master of Divinity - MDiv Coursework in Ethics

      Activities and Societies: Yale Center for Business and the Environment 2050 Fellow, 2017-2019

  • Experience

    • Morgan Stanley

      Jan 1986 - Jan 1988
      Analyst
    • Morgan Stanley

      Jan 1990 - Jan 1993
      Associate
    • Caxton Associates

      Jan 1993 - Jan 1996
      Strategist
    • Parallax Capital Management

      Jan 1999 - Jan 2002
      Managing Director
    • Julius Baer Investment Management

      Jan 2002 - Jan 2005
      Director of Hedge Fund Research
    • Barclays Global Investors

      Sept 2005 - Jul 2009
      Managing Director

      Head of Hedge Fund Management Group

    • UBP Asset Management

      Jul 2009 - Mar 2011
      Global Head of Research - Alternative Investments
    • Sound Fund Advisors LLC

      Mar 2011 - now
      Managing Member / Principal

      Sound Fund Advisors provides focused, active advisory and fund directorship services to asset management firms and institutional hedge funds. We serve as independent fund directors and trustees to funds domiciled in the Cayman Islands, BVI, Bermuda, Ireland and the U.S.

    • Angel Oak Mortgage REIT (NYSE: AOMR)

      Jan 2022 - now
      Member Board of Directors

      Serve on the board of a publicly traded mortgage REIT specializing in non-QM mortgages. Chair the Compensation Committee and serve on the Nominating and Governance Committee.

    • Oak Hill Advisors, L.P.

      Oct 2022 - now
      • Member Board of Trustees, T. Rowe Price OHA Flexible Credit Income Fund

        Jun 2024 - now
      • Member Board of Trustees, T. Rowe Price OHA Select Private Credit Fund

        Oct 2022 - now
  • Licenses & Certifications

    • FSA Credential Level II Candidate

      SASB – Sustainability Accounting Standards Board
      May 2019
      View certificate certificate