Paul C. Morgan - Senior Consultant, Director of Capital Markets
 CIMA

Professional designations

  • Certified Investment Management Analyst
  • Series 65 license

Current responsibility

Paul is a senior consultant and director of capital markets at Evaluation Associates. He joined the firm in 2006. Paul leads Evaluation Associates' asset-liability modeling and risk budgeting services for corporate and public pension plan sponsors. He brings more than 29 years of investment experience to his work with clients and has been advising clients with the development and implementation of liability-driven investment (LDI) strategies for more than 12 years. Paul chairs Evaluation Associates' Asset Allocation Committee, which develops the firm’s capital market assumptions. He is also part of Milliman’s Defined Benefit Strategic Planning Group.
 

Experience

Prior to joining Evaluation Associates, Paul was a senior consultant with Watson Wyatt Investment Consulting and director of institutional investment consulting at PricewaterhouseCoopers. He has held senior-level positions at several investment firms throughout his career. Paul is a frequent speaker on asset-liability management and investment policy at industry conferences.
 

Affiliations

  • Member, CFA Institute
  • Member, Boston Security Analysts Society
  • Member, Investment Management Consultants Association
 

Education

  • BA, Business, New England College
 
CONTACT INFORMATION
Paul  C.  Morgan 

Office: Norwalk, Conn.

Phone: +1 203.855.2285