Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Over 22 years of experience in financial markets including investment experience at Caxton Associates, Croesus Capital Management, and Parallax Capital Management. Head of Manager Selection at Barclays Global Investors and Head of Global Hedge Fund Research at UBP Asset Management.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

Angel Oak Mortgage REIT, Inc.

2022-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

Angel Oak Mortgage REIT, Inc.

Open Angel Oak Mortgage REIT, Inc. profile →

Director at Angel Oak Mortgage REIT, Inc.

2022-01-01 → End not stated

current · source reported

Observed: 2026-09-16

Angel Oak Mortgage…Angel Oak Mortgage REIT, Inc.Jonathan Morgan

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingAOMR DEF 14A executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Other Company Role, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:jonathan-morgan
Record version
public-0

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Board membership · Source reportedServes on the board of Angel Oak Mortgage REIT, Inc.1 source
Verification
Source reported
Confidence
Not stated
Last reviewed
Not stated
Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Executive company · CorroboratedExecutive at Angel Oak Mortgage REIT, Inc.Supported by 3 public records3 sources
Verification
Corroborated
Confidence
94%
Last reviewed
Jul 28, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Executive title · CorroboratedExecutive title: DirectorSupported by 3 public records3 sources
Verification
Corroborated
Confidence
94%
Last reviewed
Jul 28, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Other Company Role · Source reportedJonathan Morgan is also linked to Sound Fund Advisors LLC as Founding Principal.1 source
Verification
Source reported
Confidence
70%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

View all sources5 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Other Company Role · Technology background

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: Executive company · Executive title

  3. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  4. https://www.sec.gov/Archives/edgar/data/1766478/000176647826000011/aomr-20260401.htm

    Sec Proxy · Tier not stated · Reviewed Sep 2, 2026

    Supports: Director at Angel Oak Mortgage REIT, Inc. (NYSE: AOMN)

  5. https://www.sec.gov/Archives/edgar/data/1766478/000176647826000011/aomr-20260401.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership