Morgan RODD - CFO
Morgan has over 25 years of experience in the technology industry as a CFO, venture capitalist, corporate development executive and investment banker. Morgan has either advised on, managed or executed over 125 private equity, public equity, private debt and M&A transactions. In addition, Morgan has served on over 25 boards, often serving on audit committees and advising boards on financial and operational risks.
Morgan began his business career at Alex. Brown & Sons, executing public offerings and M&A transactions for leading companies in the technology industry. After receiving his MBA in 1994, Morgan joined the San Francisco-based investment banking boutique, Volpe Brown Whelan, which has the distinction of taking the first Internet company, Netcom Online, public in December 1994. While at Volpe Brown Whelan, Morgan worked on numerous Internet deals and developed deep domain expertise in the digital transformation of several vertical markets, including financial services and healthcare.
Morgan’s interest in the disruptive nature of the Internet led him to join E*Trade Financial in 2000 as Vice President of Corporate Development and New Ventures. While at E*Trade, Morgan managed and executed venture capital investments, strategic acquisitions and asset divestitures. As part of E*Trade’s corporate venture group, Morgan led investments in the areas of IT security, datacenter software and data management/analytics. Morgan co-managed the spin-out of E*Trade’s corporate venture group, which became ArrowPath Venture Partners, in late 2003. Subsequent to this, Morgan became co-managing general partner of ArrowPath Venture Partners, a $200mm early-stage fund, which was a top decile performing fund for its vintage year (2000).
While continuing to manage ArrowPath Venture Partners, Morgan also became a General Partner with Milestone Venture Partners, where he focused his investments on cloud-based application and infrastructure software companies. In search of a new challenge, Morgan left venture capital in late 2016 to be become a CFO Advisor for several early-stage software companies. Recognizing the large need for CFO Advisors in the early-stage technology market, Morgan joined forces with TechFinance CFO in 2018.
Morgan graduated with a BA in History from Wesleyan University (1986) and earned his MBA at the Wharton School of the University of Pennsylvania with a concentration in finance (1994).