Jon Michael Morgan, CFA, is the founder of Simarian Research, a North-Carolina based investment adviser which provides active equity portfolio management for individuals and institutions. Prior to Simarian, Jon Michael spent 10 years with Bank of America / Columbia Management, serving most recently as Portfolio Manager to the $1 billion Columbia Small Company Growth Fund.
Our background in equity research, in depth sector and industry analysis, as well as global macroeconomic trend forecasting allows us to confidently invest in bottom-up ideas within a framework of our local and global outlook.
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute – the largest global association of investment professionals. There are currently more than 90,000 CFA charterholders working in 134 countries. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
Launches a separately-managed account offering for private clients
Simarian provides stock-specific research and recommendations on an outsourced basis to hedge fund and mutual fund portfolio managers
Simarian Research launches as a research firm to provide alpha-driven small cap ideas for investors
Portfolio Manager – Columbia Small Company Growth Fund II (approx. $1 billion Assets Under Management)
Sr. Research Analyst (Consumer Discretionary, Consumer Staples, Industrials, Telecom Services, Utilities)
JC Bradford & Co. / Morgan Keegan & Co.
Portfolio Manager, merger arbitrage fund (all Sectors)
Sr. Research Analyst (Commercial Services & Internet Services)
Associate Research Analyst (Commercial Services & Consumer Products)
Education / Professional Designations / Other
B.A. in Business Administration / Finance, Rhodes College (1996)
CFA Charter holder (2001)
Past Board Chair, St. John’s Episcopal Church Endowment