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Partner, Institutional Investor Services
Jon Morgan is responsible for working with institutional investors, including defined benefit, defined contribution, endowment, and foundation market segments. In this role, he provides the professional investor with in-depth portfolio updates, new investment ideas, and access to the full breadth of Lord Abbett’s resources, which include intellectual capital and business-building tools.
Mr. Morgan has been in the financial services industry since 1997. He joined Lord Abbett in 2000, and was named Partner in 2010. Prior to joining the firm, Mr. Morgan was with DeMarche Associates Inc. from 1997–2000, serving first as a Research Analyst and then as a Consultant. He also served as a Budget Analyst with the City of Omaha Finance Department from 1994–1997.
Mr. Morgan earned a BS in business administration from Creighton University in Omaha.