Joe Morgan, CFA

Joe Morgan
Chief Investment Officer
SVB Asset Management

Location: San Francisco, CA

Professional Summary

Joe Morgan is the chief investment officer for SVB Asset Management. He has nearly 20 years of financial markets experience ranging from portfolio management to strategic consulting. In the past, he has managed fixed income portfolios for the purpose of total return, current income, and liability diffusion. In his current role, Morgan works with a team of credit analysts and portfolio managers that set and execute investment strategy for all of SVB Asset Management’s client investments. In addition, he is a member of Silicon Valley Bank's Asset-Liability Committee which is charged with managing the bank's funding and securities investments.

Frequently invited to speak at financial industry events, Morgan is widely sought out for his commentary on issues affecting the economy and investment markets. He is most recognized for his leadership in exiting and speaking out about the substantial risks associated with auction rate securities well before the crisis hit. The Wall Street Journal called Morgan “The Auction Rate Cassandra” once the market started to fail in 2008.

Prior to joining SVB in 2004, Morgan was a senior portfolio manager with City National Asset Management in Beverly Hills, and was responsible for the bank's taxable fixed income total return oriented clients. He also spent seven years with Seneca Capital Management in San Francisco. At Seneca, he was responsible for managing institutional fixed income assets totaling over $5 billion with various return objectives and benchmarks.

In addition, Morgan authors a weekly blog entitled CIO Vantage Point.

Morgan received both his bachelor's and master's degrees in finance from Texas A&M University, and is a Chartered Financial Analyst.