
Jonathan Morgan
Analyst

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About me
Founder & Principal at Sound Fund Advisors LLC
Education

Harvard Kennedy School
1988 - 1990MPP
Princeton University
1982 - 1986
Yale Divinity School
2013 - 2019Master of Divinity - MDiv Coursework in EthicsActivities and Societies: Yale Center for Business and the Environment 2050 Fellow, 2017-2019
Experience

Morgan Stanley
Jan 1986 - Jan 1988Analyst
Morgan Stanley
Jan 1990 - Jan 1993Associate
Caxton Associates
Jan 1993 - Jan 1996Strategist
Parallax Capital Management
Jan 1999 - Jan 2002Managing Director
Julius Baer Investment Management
Jan 2002 - Jan 2005Director of Hedge Fund Research
Barclays Global Investors
Sept 2005 - Jul 2009Managing DirectorHead of Hedge Fund Management Group

UBP Asset Management
Jul 2009 - Mar 2011Global Head of Research - Alternative Investments
Sound Fund Advisors LLC
Mar 2011 - nowManaging Member / PrincipalSound 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 - nowMember Board of DirectorsServe 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 - nowMember Board of Trustees, T. Rowe Price OHA Flexible Credit Income Fund
Jun 2024 - nowMember Board of Trustees, T. Rowe Price OHA Select Private Credit Fund
Oct 2022 - now
Licenses & Certifications
- View certificate

FSA Credential Level II Candidate
SASB – Sustainability Accounting Standards BoardMay 2019
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