McMorgan & Company Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
McMorgan & Company is a San Francisco-based financial services firm that delivers investment solutions through proprietary strategies, unique access vehicles, sub-advisory relationships, and selective partnerships. Founded in 1969, the firm seeks to empower investors to make confident decisions and pursue strategies that diversify, preserve, and grow capital. Its client base comprises investors seeking independent asset management and a diversified approach to capital preservation and growth. The company positions itself within the financial services industry as an independent manager emphasizing client service and relationships. In 2022, McMorgan & Company announced the addition of Gregg Kerr as Senior Managing Director, Client Service, signaling an expansion of its client-facing leadership.