Brooklyn, New York
Larchmont, New York
"I thrive in a growing environment and was looking for an opportunity to work at a Fund where I had the ability to grow, learn and make an impact. The Activant team and culture is what motivated me to join."
Morgan began her career at KPMG LLP in the financial services audit practice. After KPMG, she joined Two Sigma Investments, LP where she oversaw the accounting and operations of the private investments businesses. In this process Morgan helped build a centralized infrastructure to support the private investments businesses. After 10+ years at Two Sigma, she joined Activant as the Controller.
State University of New York at Oswego
Certificated Public Accountant (CPA)
State of New York
I have spent the past 10+ years helping build an infrastructure platform to support different companies. With my guidance, businesses have hit the ground running from an accounting and operations stand point, with the right structure to grow and scale as the business continues to develop.
Oversaw the accounting and operations of the private investments businesses including administration & financial reporting, treasury & cash management, annual audit & tax filings & regularory reporting. Responsible for managing the accounting ledgers for carry plans across all private investment businesses, including preparing / administering general partner capital statements and managing carried interest awards and allocations.
About Two Sigma
A financial sciences company, combining rigorous inquiry, data analysis, and invention to solve the toughest challenges in investment management, securities, private equity, insurance technology and venture capital.
Responsible for In-Charging complex audits as a Senior Associate. Coordinated the planning, execution and completion of approximately 30 Private Equity fund audits on an annual basis including Leveraged Buyout, Venture Capital and Fund- of-Funds,