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Jaime Morgan, CIMA®
Senior Director


Jaime is a member of the Client Relationship team, working with Galliard’s clients and their consultants to develop and implement investment strategies in order to ensure relationship expectations and objectives are met. Jaime is responsible for assisting in the formulation of customized solutions for stable value clients. This includes determining the optimal portfolio structure and working directly with clients in order to meet their unique needs. With 21 years of investment experience and 12 years in client service, Jaime brings to Galliard a deep understanding of providing superior and seamless client support. Jaime earned a B.S. in Finance from Iowa State University and an MBA from University of Iowa, Henry B. Tippie College of Business.

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