Jon Morgan
InvestorManaging Director, Head of Consultant Relations at Sagard Private Equity Canada
United States
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About
Jonathan Morgan is a Managing Director and Head of Consultant Relations at Sagard, which he joined in 2025 as part of the capital formation team, focusing on relationships with institutional consultants across the firm's strategies. He was previously Global Head of Consultant Relations at Orchard Global, an alternative credit manager, and earlier held consultant relations and business development roles at Insight Investment, BlackRock, and Lord, Abbett & Co. He holds a BSBA from Creighton University and has earned the CAIA designation.
Experience
- SagardManaging Director, Head of Consultant Relationscurrent2025 β presentNew York City Metropolitan Area
- Orchard GlobalGlobal Head of Consultant Relations2023 β 2025New York City Metropolitan Area
- Insight InvestmentHead of Consultant Relations, North America2019 β 2023New York City Metropolitan Area
- BlackRockDirector, Global Consultant Relations2014 β 2019New York City Metropolitan Area
- Lord, Abbett & Co. LLCPartner, Institutional Investor Services2000 β 2014Jersey City, NJ
Skills & more
- Chartered Alternative Investment Analyst β CAIA Association
From Jon's professional profile.
Colleagues at Sagard Private Equity Canada
Frequently asked questions
- Who is Jon Morgan?
- Jonathan Morgan is a Managing Director and Head of Consultant Relations at Sagard, which he joined in 2025 as part of the capital formation team, focusing on relationships with institutional consultants across the firm's strategies. He was previously Global Head of Consultant Relations at Orchard Global, an alternative credit manager, and earlier held consultant relations and business development roles at Insight Investment, BlackRock, and Lord, Abbett & Co. He holds a BSBA from Creighton University and has earned the CAIA designation.
- Where does Jon Morgan work?
- Jon Morgan is Managing Director, Head of Consultant Relations at Sagard Private Equity Canada.
- Where did Jon Morgan go to school?
- Jon Morgan studied at Creighton University (Bachelor's degree, Finance).
Same school
Also attended Creighton University24
+ 18 more
Shared employers
Also worked at Orchard Global2
Also worked at Insight Investment5
Also worked at BlackRock353
+ 347 more
Also worked at Lord, Abbett & Co. LLC10
+ 4 more




































