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Kelsey M. Morgan
Chief Investment Officer at
Dartmouth College (Investment Management)
Profile
Mr. Kelsey M.
Morgan is a Chief Investment Officer at Dartmouth College.
He joined the DCIO in 2012 and co-leads the office with a focus on broad portfolio strategy, diligence, and execution while continuing a lead role in the global equities and fixed income investment portfolios.
Prior to Dartmouth, he was the Associate Director at Willett Advisors where he assisted with manager selection and portfolio construction for the group's fixed income and public equity portfolios.
Previously, Mr. Morgan held positions with Investor Group Services in Boston, MA and Nautic Partners in Providence, RI.
Mr. Morgan graduated from Dartmouth College with a Bachelor of Arts degree in 2002, and earned an MBA from The Tuck School of Business at Dartmouth College in 2008 where he was a Tuck Scholar.
Kelsey M. Morgan active positions
| Companies | Position | Start |
|---|---|---|
Dartmouth College (Investment Management)
 Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College Investment Office recommends policies, strategies and hires and monitors external managers. The asset allocation policy for the endowment is widely diversified across different asset classes to enhance total return while avoiding undue risk from concentration in any single asset class or investment style. | Chief Investment Officer | 2021-12-31 |
Former positions of Kelsey M. Morgan
| Companies | Position | End |
|---|---|---|
Quadrangle Group LLC
 Quadrangle Group LLC Investment ManagersFinance Quadrangle Group invests in middle market companies located in the United States. The firm focuses on sectors such as media and communication. It participates in buyouts and distressed capital requirements. It also takes minority controlling interest. | Corporate Officer/Principal | 2009-06-30 |
Nautic Partners LLC
 Nautic Partners LLC Investment ManagersFinance Nautic invests in middle market companies located in North America with an enterprise value ranging from USD 100 million to 1 billion. The firm target companies operating in the fields of healthcare, industrial products and outsourced services. It provides financing for buyouts and growth capital requirements with an investment size of USD 50 - 400 million. | Corporate Officer/Principal | 2006-01-01 |
Investor Group Services LLC
 Investor Group Services LLC Miscellaneous Commercial ServicesCommercial Services Operates as a consulting firm for the private equity industry | Corporate Officer/Principal | - |
Willett Advisors LLC
 Willett Advisors LLC Investment ManagersFinance Willet Advisors achieve long-term capital appreciation through the construction of a diversified investment portfolio. Willett employs a flexible approach and has the ability, both through selected third-party managers and directly, to invest in a broad range of asset classes in order to achieve their goals. | Corporate Officer/Principal | - |
Training of Kelsey M. Morgan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Willett Advisors LLC
Willett Advisors LLC Investment ManagersFinance Willet Advisors achieve long-term capital appreciation through the construction of a diversified investment portfolio. Willett employs a flexible approach and has the ability, both through selected third-party managers and directly, to invest in a broad range of asset classes in order to achieve their goals. | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nautic Partners LLC
Nautic Partners LLC Investment ManagersFinance Nautic invests in middle market companies located in North America with an enterprise value ranging from USD 100 million to 1 billion. The firm target companies operating in the fields of healthcare, industrial products and outsourced services. It provides financing for buyouts and growth capital requirements with an investment size of USD 50 - 400 million. | Finance |
Quadrangle Group LLC
Quadrangle Group LLC Investment ManagersFinance Quadrangle Group invests in middle market companies located in the United States. The firm focuses on sectors such as media and communication. It participates in buyouts and distressed capital requirements. It also takes minority controlling interest. | Finance |
Investor Group Services LLC
Investor Group Services LLC Miscellaneous Commercial ServicesCommercial Services Operates as a consulting firm for the private equity industry | Commercial Services |
Tuck School of Business at Dartmouth
 Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dartmouth College (Investment Management)
Dartmouth College (Investment Management) Investment ManagersFinance Dartmouth College Investment Office recommends policies, strategies and hires and monitors external managers. The asset allocation policy for the endowment is widely diversified across different asset classes to enhance total return while avoiding undue risk from concentration in any single asset class or investment style. | Finance |
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