Chris Morgen, CFA

Biography

Chris Morgen is an Investment Strategist in the Private Credit Group at Loomis, Sayles & Company. In this role, he supports the day-to-day investment process and portfolio management activities across the private credit portfolio. Chris joined Loomis Sayles in 2017 as a Strategic Marketing Analyst, supporting the firm’s securitized, multisector fixed income, municipal, bank loan and private credit strategies. Previously, he was in sell-side fixed income sales at Robert W. Baird & Co., where he provided fixed income sales coverage and investment analysis to institutional clients. Prior to this, Chris was a portfolio analyst at a registered investment adviser where he assisted with the management of client assets across individual, retirement and trust accounts. He earned a BS in finance and a BS in economics from the University of Wisconsin—La Crosse. Chris is a CFA® charterholder.

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