John J. Morgan

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Finance

Consumer Services

Profile

John J.
Morgan worked as a Senior Vice President at Putnam U.S.
Holdings I LLC.
He then worked at Epoch Investment Partners, Inc. from 2012 to 2020 as an MD, Portfolio Manager & Senior Research Analyst.
Mr. Morgan received his undergraduate degree from Denison University in 1994 and his MBA from Johnson Graduate School of Management.

Former positions of John J. Morgan

Companies	Position	End
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality.	Analyst-Equity	01/01/2020
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Putnam U.S. Holdings I LLC Putnam U.S. Holdings I LLC Investment ManagersFinance Provides asset management services	Finance
Epoch Investment Partners, Inc. Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality.	Finance
Denison University Denison University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Johnson Graduate School of Management Johnson Graduate School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services