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Deann Morgan, CFA
- Head of Global Product
Prior to joining the firm, Deann led her own consultancy, advising investment firms on FinTech, alternatives and wealth management. She was Head of Product Structuring in the Private Wealth Management business of The Blackstone Group as well as the Chief Operating Officer of that firm’s Multi Asset Investing unit. Prior to that, she spent seven years in senior alternatives roles at Bank of America Merrill Lynch, including CEO of Merrill Lynch Alternative Investments and Head of Alternatives Investments Origination and Product Management. Additionally, Deann led Merrill Lynch’s Thailand investment banking business after working throughout the Asian region in the Financial Institutions Group and provided strategic advice to financial institutions throughout Asia as a Booz Allen & Hamilton consultant.
Deann graduated with an undergraduate business degree from the University of Michigan (High Dist) and an M.B.A. from the University of Chicago (High Hons) and she holds the CFA designation.