Orchard Global Announces Jon Morgan Has Joined the Firm as Global Head of Consultant Relations

Jon Morgan brings over 25 years of financial services sales and marketing experience with a focus on consultant relations.

HOUTSON--(BUSINESS WIRE)--Orchard Global today announced Jon Morgan has joined the firm as Global Head of Consultant Relations.

In this newly created role, Mr. Morgan will lead Orchard Global’s consultant relations in all aspects related to sales, client services, and investor relations. Mr. Morgan will report to David Burke, Global Head of Distribution and Investor Relations.

“It is an honor to join David and the entire Orchard Global team to lead consultant relations for the firm under Paul and John’s leadership. I believe Orchard Global’s expertise and focus on regulatory capital, opportunistic lending, CLOs, and public credit trading presents a compelling opportunity for investors across all channels. I look forward to partnering closely with consultants looking for a true solutions-oriented investment partner," said Mr. Morgan.

“Orchard Global has always been deliberate and measured about its growth plans, which is why we are excited about creating this new role and having Jon Morgan lead our consultant relations strategy as we expand our client solutions platform to serve better our existing clients and engage with new ones,” said Mr. Burke.

Mr. Morgan brings over 25 years of financial services sales and marketing expertise with a focus on consultant relations. He joins from Insight Investment, where he was Head of Consultant Relations, North America. During his time at Insight, he developed and maintained relationships with consultants, grew consultant advocacy, and helped build Insight’s presence in the U.S. His industry experience also includes consultant relations roles at BlackRock, Lord, Abbett & Co., and DeMarche Associates.

About Orchard Global

Orchard Global is an alternative asset manager providing transformational solutions to banks, asset managers, and other borrowers seeking capital solutions to complex problems. The firm was founded in 2005 and we believe our reputation for outstanding leadership, a truly global team, and technical expertise is reflected in the $8.1 billion (as of November 1, 2022) of capital we manage on behalf of pensions, foundations, endowments, sovereign wealth funds, hospital systems, insurance companies, and families. Many of those we ultimately serve are first responders, government employees, educators, and healthcare workers around the world. They are also the backbone of our communities and our society—it is the gravity of their financial future that weighs on every investment decision we make as a firm. Our clients are served by 120 professionals from offices in the United States, Canada, the United Kingdom, Singapore, and Korea. Further information is available at Orchard Global. Follow Orchard on LinkedIn.