J.R. Morgan

Assistant General Counsel, Investments and Head of Securities Litigation at Institutional Investor

Summary

J.R. Morgan is a seasoned Senior Legal Counsel with a wealth of experience in the investment management industry, specializing in securities, investment funds, regulations, litigation, and overseeing legal operations and contracting functions.
His background highlights a successful career balancing legal expertise with business acumen, marked by exceptional communication skills and a talent for fostering strong client relationships based on trust, respect, and integrity.
J.R. Morgan obtained his Juris Doctor (J.D.) from the University of California, Los Angeles - School of Law. He also holds a Bachelor of Arts (BA) in Political Economics and a Bachelor of Science (BS) in Environmental Science from The Evergreen State College, along with studies in Biology at The University of Texas at Austin.
Throughout his career, J.R. Morgan has held key roles in various prestigious organizations, such as Assistant General Counsel for Investments and Head of Securities Litigation at Teacher Retirement System of Texas. He has also served as Partner/Counsel at Andrews Kurth Kenyon; Shearman & Sterling, as well as Founding Partner at Morgan LLP, among other notable positions.
His professional journey includes roles like Investment Management Associate at Schulte Roth & Zabel LLP, Summer Associate at the same firm, and Securities Analyst at Beekman Capital Management. Additionally, he has contributed as a Judicial Extern at Honorable Kim McLane Wardlaw, 9th Circuit Court of Appeals, and as Deputy Director of Cabinet Affairs at the Office of the Governor - State of New Mexico.