McMorgan & Company
McMorgan & Company

McMorgan & Company Overview

Contact top employees from McMorgan & Company

Summary

McMorgan & Company is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Francisco, California, USA. The number of employees ranges from 25 to 100. The annual revenue of McMorgan & Company varies between 5.0M and 25M. To connect with McMorgan & Company employee register on SignalHire.

McMorgan & Company industries

Financial Services

McMorgan & Company Employees Size

10-50 employees

Specialties

Taft-Hartley Plans, Investment Management, Retirement Plan Services

SIC Code

6411, 6282, 6199

DMA Code

San Francisco Bay Area

Founded

1969

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact McMorgan & Company

Organization Website

Social Links

linkedIn

Phone Number

+1 4157889300

McMorgan & Company Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Calamos Investments

1

Calamos Investments
Abercrombie & Fitch Co.

1

Abercrombie & Fitch Co.
Lion Investing Society

1

Lion Investing Society
Ex-employees switched to
TB
Tanium

1

Tanium
MB
Menlo Equities

1

Menlo Equities
Number of employees by department
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Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from McMorgan & Company
Michael Sweeney
Vice President, Client & Consultant Relations
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Andrew Josef
General Counsel and Chief Compliance Officer
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Donald Palmer
Partner, Senior Managing Director, Consultant Relations
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Nikki Tran
Real Estate Accounting Manager
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Henry Kao
Vice President, Business Systems
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Kathy
Senior Accounting Associate
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Cindy Cheung
Client Reporting Associate
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Thomas Wilhelm
Consulting Director - Infrastructure
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Rick Droster
Director, Institutional Business Development
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Tracy Roshangah
Director Asset Management
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Luke DAlves
Managing Director, Infrastructure Private Equity
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Scott Larson
Co-Chief Investment Officer, Portfolio Manager
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Ryan Ross
Co-Chief Investment Officer and Portfolio Manager
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Gregg Kerr
Senior Managing Director
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Cole McGowan
Incoming Financial Analyst
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Anushka
Investment Analyst Intern
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Josh Marrero
Equity Research Intern
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Stan Fong
Acquisition Associate
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Ken Tsuboi, CFA
Chief Investment Officer
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Tony Chen
Vice President, Controller
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