KC Morgan, CAIA

Associate Vice President at Ironwood Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills

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Bio

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Credentials

  • Chartered Alternative Investment Analyst (CAIA)
    CAIA Association
    Nov, 2021
    - Oct, 2024
  • Series 7 & Series 63
    FINRA
    Dec, 2019
    - Oct, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Jul, 2019
    - Oct, 2024

Experience

  • Ironwood Capital Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate Vice President
      • Jun 2022 - Present

    • Senior Associate
      • Dec 2020 - Jun 2022

    • Associate
      • Aug 2019 - Dec 2020

  • NBT Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Management Development Associate
      • Jun 2018 - Jul 2019
  • Roundview Capital, LLC
    • Investment Management
    • 1 - 100 Employee
    • Wealth Management Intern
      • May 2017 - Aug 2017

      Investment management and advisory firm for high net worth families and institutions Tasked with analyzing and pitching potential ventures to the investment committee by utilizing discounted cash flow valuations, comparable company analyses, and SWOT evaluations. Worked with managing partners to perform behind-the-scenes analyses for clients, as well as a regional bank preparing to IPO. Major projects included: • Performed airline industry analysis, identifying key trends, opportunities, and risks for future growth • Reviewed IPO and merger pitch decks and advised managing partners on a $48,000,000 IPO • Compiled investment strategy options for clients and aided in retirement planning Show less

  • Dartfish
    • Switzerland
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Sports Video Analyst
      • May 2010 - Aug 2014

      Sports technology firm focusing on statistical analysis and video breakdown Responsible for receiving, processing, and uploading tennis analysis videos for professional and collegiate level clients. Statistical video breakdown is then used as a coaching tool to improve game strategy. • Managed a team of 3-5 employees on large projects and tasked with training recent hires • Beta tested new analysis software helping to develop over 65 refined versions Sports technology firm focusing on statistical analysis and video breakdown Responsible for receiving, processing, and uploading tennis analysis videos for professional and collegiate level clients. Statistical video breakdown is then used as a coaching tool to improve game strategy. • Managed a team of 3-5 employees on large projects and tasked with training recent hires • Beta tested new analysis software helping to develop over 65 refined versions

  • Monterey Technologies, Inc.
    • United States
    • Research Services
    • 1 - 100 Employee
    • Market Research Intern
      • Sep 2013 - Dec 2013

      Human factors firm focusing on delivering exceptional customer experience through user design interfaces Responsible for analyzing a new potential market for the firm, and seeking out potential clients in the industry. Established initial contact with potential clients and presented findings at annual company retreat in Monterey, CA. Major projects included: • Conducted preliminary market research and constructed a list of 50 promising potential clients • Constructed market analysis report and acted as an advisor on market entrance strategy Show less

Education

  • Michigan State University
    Bachelor’s Degree, Economics
    2014 - 2018
  • Park City High School
    2010 - 2014

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