Spencer Morgan, CFA

Portfolio Manager, Analyst

Spencer Morgan, CFA

Responsibilities

Mr. Morgan is a Portfolio Manager and an Analyst in the Equity Research group. He is a Portfolio Manager of Putnam's Non-U.S. Small- and Mid-Cap Equity strategies. As an Analyst, he is responsible for conducting fundamental analysis, developing insights on material sustainability issues, assessing valuations, and making buy/sell recommendations for European and Canadian companies in multiple sectors. Mr. Morgan joined Putnam in 2010 and has been in the investment industry since 2009.

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Experience

Years in the industry: 11
Years at Putnam Investments: 10

  • CH Boston Private Equity, Analyst, 2009–2010

Education

  • Boston University, B.S., Business Administration