Joseph H. Morgart
Senior Vice President, Pyramis Global Advisors
Joseph Morgart is senior vice president, Alternative Investment Strategies, at Pyramis Global Advisors, a unit of Fidelity Investments. In this role, he is responsible for product strategy, development and positioning as well as communicating that strategy externally to institutional investors for Pyramis alternative investment funds.
Prior to assuming his current role in 2007, Joe was co-founder and managing partner of Boldwater Capital Management, an alternative investments firm focused on credit strategies for institutional clients, from its formation in January 2001 until November, 2007. Prior to co-founding Boldwater, Joe was with DB Alex Brown for seven years where he focused on a range of alternative investment strategies. Over his 20 year career, Joe also held positions at Anchor/Russell Capital Advisors, Bank of Boston, and IBM Corporation.
Joe earned a Master's degree in Business Administration from Northeastern University and Bachelor of Arts degree from Johnson State College. He holds the Financial Industry Regulatory Authority (formerly NASD) Series 7 license. He is a frequent speaker at investment industry conferences.