Paul C. Morgan
Senior Consultant, Director of Capital Markets and Modeling
Professional designations
- Certified Investment Management Analyst (CIMA)
- Series 65 License
Current responsibility
Paul is a senior consultant and director of capital markets and modeling 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 28 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 11 years. Paul chairs Evaluation Associates’ Asset Allocation Committee, which develops the firm’s capital market assumptions.
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.
Education
- BA, Business Administration, New England College
