Jonathan Morgan

Jonathan Morgan

Director/Board Member at ANGEL OAK MORTGAGE REIT, INC.

Net worth: 532 292 $ as of 31/05/2026

62 year
Finance
Consumer Services
Miscellaneous

Profile

Jonathan S.
Morgan
is the founder of Sound Fund Advisors LLC, founded in 2011, where the title held is Independent Director.
Current jobs include Director at T.
Rowe Price Oha Select Private Credit Fund since 2022, Director at Oha Senior Private Lending Fund (U) LLC since 2022, Independent Director at Angel Oak Mortgage REIT, Inc. since 2022, and Independent Trustee at Seg Partners Long Short Equity Fund starting in 2025.
Former jobs include Portfolio Manager at Croesus Capital Management Corp.
from 1997 to 1998, Head-Research & Portfolio Management at Artio Global Management LLC from 2002 to 2005, Portfolio Manager at Caxton Associates LLP from 1993 to 1996, Portfolio Manager at Pine Grove Alternative Institutional Fund from 2013 to 2020, Portfolio Manager at Parallax Capital Management Pte Ltd. from 1999 to 2002, Head-Global Hedge Fund Research at Union Bancaire Privee Asset Management LLC from 2009 to 2011, and Head-Investments at BlackRock Asset Management North Asia Ltd. from 2005 to 2009.
Education includes an undergraduate degree from Princeton University conferred in 1986, a graduate degree from Harvard Kennedy School of Government conferred in 1990, and a graduate degree from Yale Divinity School conferred in 2019.

Known holdings in public companies

CompanyDateNumber of sharesValuationValuation date
13/05/2026 64,677 ( 0.26% ) 532 292 $ 31/05/2026

Jonathan Morgan active positions

CompaniesPositionStart
ANGEL OAK MORTGAGE REIT, INC. Director/Board Member 24/01/2022
Sound Fund Advisors LLC
Founder 01/03/2011
Director/Board Member 01/01/2022

Former positions of Jonathan Morgan

CompaniesPositionEnd
Corporate Officer/Principal 01/11/2020
Corporate Officer/Principal 01/03/2011
Chief Investment Officer 01/01/2009
Chief Tech/Sci/R&D Officer 01/01/2005
Corporate Officer/Principal 01/01/2002
See the detail of Jonathan Morgan's experience

Training of Jonathan Morgan

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Connections

91

1st degree connections

13

1st degree companies

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Female

Members of the board

Executives

Linked companies

Private companies13
Croesus Capital Management Corp.

Finance

Finance

Finance

Miscellaneous

Consumer Services

Finance

Finance

Finance

Consumer Services

Consumer Services

Finance

Sound Fund Advisors LLC

Finance

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