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 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 30 years of investment experience to his work with clients. Paul chairs Evaluation Associates’ Asset Allocation Committee, which develops the firm’s capital market assumptions. He is also part of Milliman’s Corporate 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.
Affiliations
- Member, CFA Institute
- Member, Boston Security Analysts Society
- Member, Investment Management Consultants Association
Education
- BA, Business Administration, New England College
