Daniel R. Morgan, Senior Managing Director, Portfolio Solutions Group, Head of Transition Management and Trading, Americas, State Street Global Markets
Dan Morgan is a Senior Managing Director of State Street and is responsible for leading our Americas Transition Management and Agency Trading businesses within Portfolio Solutions. Dan oversees both product and distribution within these products inclusive of Transition Management trading for equities, fixed income, FX and derivatives in addition to the Institutional Sales and Trading business within Portfolio Solutions. Mr. Morgan is a board member of State Street’s broker dealer, SSGM, LLC and is also the chair of SSGM, LLC’s best execution committee.
Mr. Morgan joined State Street’s Global Markets division in 2000 and has 19 years of experience in the securities industry. Prior to his current role, he held positions in portfolio and equity derivatives trading, portfolio risk management and business development within State Street’s Portfolio Solutions business. Prior to joining the Portfolio Solutions group, he held a senior sales trading role for Bond Connect, an electronic trading platform designed for the fixed income marketplace.
Mr. Morgan received a Bachelor of Arts degree in economics from the University of Vermont. He holds the FINRA Series 3, 7, 24, 57 and 63 licenses.