Profile
Bill Morgan is currently a Managing Director at GCM Customized Fund Investment Group LP since 2018.
Prior to this, he worked as a Managing Director at Mesirow Financial, Inc. from 2015 to 2018.
He also worked as an Executive Director at UBS Asset Management (Americas), Inc. from 2007 to 2015 and as a Vice President at Morgan Stanley from 2000 to 2007.
Mr. Morgan completed his undergraduate degree from the University of Wisconsin in 1994 and received an MBA from Kellogg School of Management in 2000.
Bill Morgan active positions
| Companies | Position | Start |
|---|---|---|
GCM Customized Fund Investment Group LP
GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group invests in middle-market companies in Europe, Asia and the United States. The firm focuses on a broad range of sectors and industries. It participates in buyout, growth, mezzanine, and special situations transactions. The firm also makes direct and co-investments. | Private Equity Investor | 31/08/2018 |
Former positions of Bill Morgan
| Companies | Position | End |
|---|---|---|
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance Provides investment management, institutional trading, investment banking and wealth management services | Corporate Officer/Principal | 30/06/2018 |
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Director/Board Member | 31/07/2015 |
| MORGAN STANLEY | Corporate Officer/Principal | 31/01/2007 |
Training of Bill Morgan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment ManagersFinance Provides investment management, institutional trading, investment banking and wealth management services | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GCM Customized Fund Investment Group LP
GCM Customized Fund Investment Group LP Investment ManagersFinance GCM Customized Fund Investment Group invests in middle-market companies in Europe, Asia and the United States. The firm focuses on a broad range of sectors and industries. It participates in buyout, growth, mezzanine, and special situations transactions. The firm also makes direct and co-investments. | Finance |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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