Morgan Unger, CAIA

Associate, Marketing & Investor Relations at Oak Hill Capital Partners at Oak Hill Capital
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Bio

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Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    May, 2021
    - Nov, 2024
  • Series 66
    FINRA (Financial Industry Regulatory Authority)
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Oak Hill Capital
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate, Marketing & Investor Relations at Oak Hill Capital Partners
      • Sep 2021 - Present

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Associate Director, UHNW Portfolio Strategist
      • Sep 2019 - Sep 2021

    • Graduate Talent Program Rotational Analyst
      • Aug 2017 - Sep 2019

      The Graduate Talent Program is a two year rotational program, totaling six rotations throughout UBS Wealth Management US.Rotations:1) Wealth Management Research - UHNW and Institutional Strategy2) Banking Field Engagement3) Advisory Sales & Field Leadership Development4) Structured Solutions Sales Desk5) Sager Swasey Partners6) Family Advisory & Philanthropy Services

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Middle Markets Graduate Talent Program Summer Analyst
      • Jun 2016 - Aug 2016

  • Consonance Capital Partners
    • New York, NY
    • Summer Intern
      • Jun 2015 - Jul 2015

Education

  • Lehigh University
    Bachelor’s Degree, Finance, General
    2013 - 2017

Community

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