Jon Morgan
Portfolio Manager-Fixed Income at Crawford Investment Counsel, Inc.
Network origin in Jon Morgan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Crawford Investment Counsel, Inc.
Crawford Investment Counsel, Inc. Investment ManagersFinance Crawford Investment Counsel, Inc. (CIC) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1980 by John H. Crawford III. CIC provides investment advice on a discretionary basis to individuals, which include high net worth, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, Taft-Hartley plans, corporations, and other business entities. The firm also manages client accounts using wrap-fee programs sponsored by unaffiliated brokers/dealers.
24
| Private Company | Investment Managers | 24 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jon Morgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Drew University | College/University | Director/Board Member | |
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. | Investment Managers | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities | |
Buckhead Capital Management LLC
Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | Portfolio Manager-Equities | |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales Analyst-Equity Corporate Officer/Principal | |
University of Notre Dame | College/University | Masters Business Admin | |
University of Virginia | College/University | Masters Business Admin | |
Federal Home Loan Bank System
Federal Home Loan Bank System Finance/Rental/LeasingFinance Federal Home Loan Bank System provides funds to financial institutions for home mortgage and small business. It offers member with reliable source of funding for housing finance, community lending and asset-liability management as well as liquidity for members’ short-term needs. The company was founded in 1932 and is headquartered in Washington, DC. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Irvine Ranch Water District (California)
Irvine Ranch Water District (California) General GovernmentGovernment IEstablished in 1961 as a California Water District, IRWD provides drinking water, sewage collection and treatment, recycled water, and urban runoff treatment to Central Orange County, California. IRWD encompasses nearly 181 square miles extending from the Pacific coast to the foothills. The District serves the City of Irvine and portions of the Cities of Costa Mesa, Lake Forest, Newport Beach, Tustin, Santa Ana, Orange and unincorporated Orange County. As an independent public agency, IRWD is governed by a five-member, publicly elected board of directors. These officials are responsible for the District's policies and decision making while day-to-day operations are supervised by the general manager and his staff. | General Government | Director/Board Member | |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Engineering & Construction | Corporate Officer/Principal | |
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Investment Managers | Portfolio Manager-Equities | |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
University of Georgia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Emory University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Wofford College | College/University | Undergraduate Degree Undergraduate Degree | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
Georgia State University | College/University | Graduate Degree Graduate Degree | |
University of Dayton | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Georgia Institute of Technology | College/University | Undergraduate Degree | |
University of South Carolina | College/University | Masters Business Admin | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
New York University | College/University | Graduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
University of Southern Indiana | College/University | Undergraduate Degree | |
SharedLabs, Inc.
SharedLabs, Inc. Packaged SoftwareTechnology Services SharedLabs, Inc. engages in the provision of information technology solutions. It focuses in the areas of software and applications, data services, cloud, web and digital, and blockchain solutions. The firm also offers professional services including software development, digital marketing, strategy, consulting, and design and implementation. The company was founded by Jason M. Cory in 2016 and is headquartered in Jacksonville, FL. | Packaged Software | Director/Board Member | |
College of Charleston | College/University | Undergraduate Degree | |
Liberty University | College/University | Undergraduate Degree | |
American Cancer Society, Inc.
American Cancer Society, Inc. Miscellaneous Commercial ServicesCommercial Services American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021. | Miscellaneous Commercial Services | Director/Board Member | |
Denison University | College/University | Undergraduate Degree | |
The Citadel, The Military College of South Carolina | College/University | Undergraduate Degree | |
Georgia Trust for Historic Preservation | Director/Board Member |
Statistics
International
United States | 50 |
Sectoral
Consumer Services | 23 |
Finance | 22 |
Government | 3 |
Industrial Services | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 27 |
Undergraduate Degree | 24 |
Portfolio Manager-Equities | 16 |
Analyst-Equity | 16 |
Masters Business Admin | 10 |
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