Owen Morgan MBA, CFA

Portfolio Manager

Owen Morgan is a Portfolio Manager in Fixed Income at Cumberland Investment Counsel Inc. (“CIC”) and formerly NCM Asset Management Ltd. (NCM), CIC’s affiliate. He joined NCM in 2015 to manage the fixed income holdings in NCM’s mutual funds. Prior to NCM, he underwrote and managed Canadian and U.S. middle market leveraged loans with a U.S. bank where he spent 9 years honing his fundamental credit analysis skills. Mr. Morgan has over 21 years of investment industry experience.

He holds a Masters of Business Administration from NYU Stern and a Bachelor of Arts (Economics) from Bishop’s University, and is a CFA® charterholder.