Joseph Morgart is a Vice President and Client Portfolio Manager at Amundi US. He focuses primarily on alternative investment strategies.
Prior to joining Amundi US, Joseph was a Senior Vice President at Fidelity Investments, where he focused on the firm’s alternatives capabilities. He led the firm’s efforts to build and develop its alternatives infrastructure, including product development, product management and operational support. He was responsible for communicating portfolio strategy, positioning and performance to investors and consultants for the firms alternative investment strategies, and was a firm spokesperson at industry conferences. Prior to Fidelity, Joseph was Co-Founder and Managing Partner of Boldwater Capital Management, an alternative investment firm focusing on high yield credit and arbitrage strategies for institutional investors. Prior to Boldwater he was a Vice President at Deutsche Banc Alex. Brown where he implemented an alternative investment- focused business platform for institutional clients.
Joseph is Chair of the Finance and Investment Committee and the Treasurer of The Landmark School. Mr. Morgart serves as the Chair of the Board for the Jewish Big Brother Sister Endowment. He also serves as a member of the Investment Committee of Combined Jewish Philanthropies. He is a guest lecturer at The Sloan School of Management at MIT.
He has a B.A. from Johnson State College in Johnson, Vermont, and an M.B.A. in Finance from Northeastern University.
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