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Jon Morgan

Investor

Managing 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

  1. SagardManaging Director, Head of Consultant Relationscurrent2025 — presentNew York City Metropolitan Area
  2. Orchard GlobalGlobal Head of Consultant Relations2023 — 2025New York City Metropolitan Area
  3. Insight InvestmentHead of Consultant Relations, North America2019 — 2023New York City Metropolitan Area
  4. BlackRockDirector, Global Consultant Relations2014 — 2019New York City Metropolitan Area
  5. Lord, Abbett & Co. LLCPartner, Institutional Investor Services2000 — 2014Jersey City, NJ

Skills & more

Private CreditPrivate EquityReal EstateVenture CapitalSalesAlternative InvestmentsEquitiesFixed IncomeHedge Funds
  • Chartered Alternative Investment Analyst — CAIA Association

From Jon's professional profile.

Colleagues at Sagard Private Equity Canada

Adam Felesky
CEO at Portage Ventures
Adam Vigna
Co-Founder and CIO, Sagard at Sagard Credit Partners
Aikta Jain
Managing Director, Capital Formation at Sagard Credit Partners
Albert Arazi
Vice President of Distribution, Eastern Canada at Sagard Private Equity Canada
Alpha Lam
Senior Director, Asset Management at Sagard Private Equity Canada
Amanda Gaiotti
Partner, Corporate Development at Sagard Credit Partners
Amr Ceran
Managing Director, Asset Management at Sagard Private Equity Canada
Amy Jarvis
Head of Portfolio Accounting 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).

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