David Morgan

Investment Committee Member at

JMG Financial Group Ltd.

Finance

Commercial Services

Consumer Services

Profile

David Sean Morgan is Principal at JMG Financial Group Ltd. since 1996.
Formerly, Principal at Pricewaterhouse LLP.
Educated at the University of Michigan, undergraduate degree conferred in 1984.

David Morgan active positions

Companies	Position	Start
JMG Financial Group Ltd. JMG Financial Group Ltd. Investment ManagersFinance JMG develops and implements holistic wealth management strategies that reflect clients’ current finances, as well as their long-term lifestyle, legacy and philanthropic goals. The firm’s approach – personal and prudent – is designed to achieve competitive risk-adjusted returns that match each client’s financial goals, values and risk tolerance.	Investment Committee Member	01/07/1996

All active positions of David Morgan

Former positions of David Morgan

Companies	Position	End
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	-

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Linked companies

Private companies	3
JMG Financial Group Ltd. JMG Financial Group Ltd. Investment ManagersFinance JMG develops and implements holistic wealth management strategies that reflect clients’ current finances, as well as their long-term lifestyle, legacy and philanthropic goals. The firm’s approach – personal and prudent – is designed to achieve competitive risk-adjusted returns that match each client’s financial goals, values and risk tolerance.	Finance
Pricewaterhouse LLP Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services