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Kate Morgenier has an MBA with a concentration in finance from Rollins College Crummer Graduate Business School in the US. She works as a sales analyst for the Endowments & Foundations Group at JP Morgan Asset Management, which is dedicated to helping the leaders of not-for-profit organisations handle their investment and financial management challenges.
Ms Morgenier grew up in Pound Ridge, New York and has had internships at PCE Investment Bankers, CBS Evening News and Tommy Hilfiger. In her spare time, she enjoys skiing, golf, travelling and the arts.
See a video of Ms Morgenier talking about her time at Crummer here.
1. Why did you choose to do an MBA?
I chose to complete my MBA at Crummer as part of a five-year accelerated BA/MBA programme with Rollins College because of its reputation, alumni network, global opportunities, personal attention from faculty and hands-on, real-world environment. The allure of working in a profession that has its finger on the changing pulse of our global marketplace led me to concentrate on finance and pursue a career in investment management.
2. What is the best piece of advice given to you by a teacher?
‘If you want something, you need to go out and get it. Don’t let anything get in the way of accomplishing your objectives. Dream big, set goals, come up with an action plan and execute diligently.’
3. Who is your ideal professor?
A peek inside Warren Buffett’s decision-making processes would be fascinating. I have gained a deep appreciation of the complexity behind the art and science of investing and I cannot think of anything more inspiring than the chance to learn from one of the pioneers of the industry.
4. What academic achievement are you most proud of?
I was selected to serve as managing director for the Crummer/SunTrust Endowment, a million dollar, student-directed investment portfolio. In this role, I had the opportunity to lead a group of 12 students, formulate an economic outlook and decide the investment proposal for the year. The assignment concluded with a presentation to a group of Crummer alumni in the investment management field.
5. What is the worst job you have ever had?
During high school, I was a camp counsellor for a group of 20 third-grade boys. Although I thoroughly enjoyed it, keeping up with their seemingly endless energy level was a challenge. Looking back, the experience taught me both patience and leadership skills which translate into what I do now.
6. How do you deal with male-dominated environments?
In any environment, exerting self confidence is crucial. I have found that you gain respect by not being afraid to speak up. Believe in yourself and others will follow.
7. What is the last book you read?
Steve Jobs by Walter Isaacson. It’s an engrossing biography that really gets to the core of a great entrepreneur and innovator. After reading the book, it’s hard to not share his passion to ‘put a dent in the universe’.
8. What is your favourite business book?
The Tipping Point by Malcolm Gladwell. It is a fascinating look at how trends catch on and will change the way you think about the world of business.
9. Where would be your favourite place to study?
Sansovino Library in Venice, Italy – the history is inspiring and the views of the water surrounding the magnificent building are an instant stress reliever.
10. What is your plan B?
I have always had a passion for interior design. Coupled with my entrepreneurial spirit, I could see myself returning to school and building my own interior design business.
Compiled by Charlotte Clarke