Bill Morgan
Portfolio Manager-Fixed Income at JPMorgan Investment Management, Inc.
Profile
William J.
Morgan is currently a Portfolio Manager at JPMorgan Investment Management, Inc. He previously held positions as Lead Independent Director at Barnes Group, Inc., Director at Smith Corona Corp., Director & Partner at KPMG LLP, Managing Director at JPMorgan Investment Advisors, Inc., Director at Barnes Aerospace Corp., Director at KPMG Americas Ltd., Independent Director at The J.G.
Wentworth Co., Independent Director at PGT Innovations, Inc., President at Pacholder High Yield Fund, Inc., President at Pacholder Associates, Inc., Portfolio Manager at The Union Central Life Insurance Co., and Portfolio Manager at Banc One Investment Advisors.
He holds an MBA from Xavier University and an undergraduate degree from Kenyon College.
Bill Morgan active positions
| Companies | Position | Start |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portfolio Manager-Fixed Income | - |
Former positions of Bill Morgan
| Companies | Position | End |
|---|---|---|
| PGT INNOVATIONS, INC. | Director/Board Member | 27/03/2024 |
| BARNES GROUP INC. | Director/Board Member | 05/05/2022 |
| THE J.G. WENTWORTH COMPANY | Director/Board Member | 31/12/2017 |
| JPMorgan Investment Advisors, Inc. | Portfolio Manager-Fixed Income | 30/12/2009 |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Director/Board Member | 31/12/2005 |
Training of Bill Morgan
| Xavier University | Masters Business Admin |
| Kenyon College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| BARNES GROUP INC. | Producer Manufacturing |
| PGT INNOVATIONS, INC. | Producer Manufacturing |
| Private companies | 11 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Pacholder High Yield Fund, Inc.
 Pacholder High Yield Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pacholder High Yield Fund, Inc. is a closed-end investment fund/investment trust. Its investment objective is to seek a high level of total return through current income and capital appreciation by investing primarily in high yield, fixed income securities of domestic companies. The company was founded on August 17, 1988 and is headquartered in New York, NY. | Miscellaneous |
Smith Corona Corp.
 Smith Corona Corp. Office Equipment/SuppliesProducer Manufacturing Smith Corona Corp. sells portable electronic typewriters and related accessories and supplies. The Company currently provides several models of electronic typewriters, typewriter supplies, inkjet replacement cartridges, and headsets. The company was founded in 1985 and is headquartered Cleveland, OH. | Producer Manufacturing |
| Pacholder Associates, Inc. | Finance |
The Union Central Life Insurance Co.
 The Union Central Life Insurance Co. Multi-Line InsuranceFinance The Union Central Life Insurance Co. provides insurance services. Its products include individual life and disability insurance, annuities, investment products, and group retirement. The company was founded by Dr. John Pascal Paoli Peck in 1867 and is headquartered at Cincinnati, OH. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
| JPMorgan Investment Advisors, Inc. | Finance |
Barnes Aerospace Corp.
 Barnes Aerospace Corp. Aerospace & DefenseElectronic Technology Barnes Aerospace Corp. provides machined and fabricated components & assemblies. Its products are used in turbine engine, airframe and industrial gas turbine manufacturers and by the U.S. military. The firm also offers jet engine component overhaul and repair services for the U.S. military and commercial airlines. The company was founded in 1857 and is headquartered in Windsor, CT. | Electronic Technology |
| KPMG Americas Ltd. | |
The J.G. Wentworth Co.
 The J.G. Wentworth Co. Finance/Rental/LeasingFinance The J.G. Wentworth Co. engages in the provision of financial services. It offers structured settlement payment purchasing, annuity payment purchasing, lottery and casino payment purchasing, and debt relief services. The company was founded in 1991 and is headquartered in Chesterbrook, PA. | Finance |
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