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Gene Morrison, CFA, CAIA has extensive work experience in the finance industry. Gene began their career at Fidelity Investments in 1995, where they served as the Director of Sales Operations for eight years. In 2003, they transitioned to the role of Director of Marketing, and later became the VP and Head of CRM in 2006. From 2007 to 2014, Gene held the position of Institutional Portfolio Manager at Fidelity Investments.

In 2014, Gene joined Loomis, Sayles & Company as the VP of Fixed Income Product Manager. Gene then progressed to become the Head of Global Product Management in September 2020. Gene's expertise in portfolio management, product management, CRM, and sales operations make him a valuable asset in the finance industry.

Gene Morrison, CFA, CAIA, has a strong educational background in finance and asset management. In 1995, they obtained a Bachelor of Arts degree in Economics from the University of Massachusetts Amherst. Building upon their undergraduate studies, Gene pursued further education and earned their Master of Business Administration (MBA) degree in Asset Management from the prestigious Yale School of Management in 2021.

In addition to their academic achievements, Gene has obtained several certifications to enhance their professional qualifications. Gene holds the Alternative Investment Analyst Charter (CAIA Charter) from the CAIA Association, which they obtained in May 2023. Gene is also a Chartered Financial Analyst (CFA), having completed the certification offered by the CFA Institute.

With their educational background and certifications, Gene Morrison, CFA, CAIA, possesses a comprehensive understanding of finance and asset management, making him a competent professional in their field.