Principal and Investment Committee Member

Mr. Morton joined ORG in 2023 and has over 35 years of experience in the investment industry. Mr. Morton is responsible for asset allocation, investment research, portfolio construction and client relations. Mr. Morton is a voting member of the ORG Investment Committee. Prior to ORG, Mr. Morton was a Lead Portfolio Manager at Goldman Sachs Asset Management where he led the Insurance OCIO initiative and managed all aspects of his clients’ balance sheets including cash deployment, asset allocation, investment manager sourcing and reporting to the client investment committees. He was also responsible for advising his legacy clients and researching private credit investment strategies.

Prior to Goldman Sachs, Mr. Morton was a founding partner of Rocaton Investment Advisors, a global investment consultant. During his tenure at Rocaton, Mr. Morton was the Chief Market Strategist and Head of Alternatives Research where he was responsible for developing global market thematic views, generating investment ideas, conducting research on alternative and traditional investment managers, managing client relationships and constructing client portfolios. Prior to Rocaton, Mr. Morton held various positions executing investment research, corporate finance and pension plan investments. Mr. Morton received his Master of Business Administration with a Finance specialization from the Leonard N. Stern School of Business at New York University and his Bachelor of Science in Economics from the London School of Economics and Political Science.