Mr Bradley L Morgan

KANDO id: 13969

Bio

Joined Platform at inception and serves as Vice President. Brad is responsible for sourcing, evaluating and executing investment opportunities and management of portfolio companies. Brad is also responsible for shareholder reporting and internal finance, accounting and tax. Prior to joining Platform, he was a Vice President of The CapStreet Group, where he worked since 2003. Brad began his career in investment banking with Credit Suisse First Boston working in the Financial Sponsors / Leveraged Finance group in New York. Brad serves on the Board of Directors of Evergreen Industrial Services, Santa Barbara Tax Products Group and TRE Financial Services. He also serves on The University of Texas 1883 Council. Brad graduated Phi Beta Kappa from The University of Texas in 2000 with a BA in the Plan II Honors Program and a BBA in finance.

Education