The management team guiding Morley brings a diverse set of skills and experiences to the firm. Averaging over 27 years of experience, the group is focused on two main priorities: effectively managing client portfolios and consistently striving to provide the highest level of service to our clients.
Bill has thirty years of stable value industry experience. Prior to joining Morley in 2010, Bill was the CIO of Fortis Investments Stable Value and Short-Term Asset groups. He is responsible for the development and execution of Morley's investment strategy. Mr. Finley is a member of the firm's Investment Committee. Bill holds an MBA Northwestern University; BS University of Nebraska, with distinctions. Karen McAfee, Senior Vice President, Chief Operating Officer and Co-Compliance Officer
Karen has thirty-four years of experience in finance and investments including portfolio management, fixed income and equity securities trading, investment analysis and portfolio administration. Karen is responsible for the day-to-day operations of the firm. This includes oversight of the investment operations team, business operations team and Union Bond & Trust. She is a member of the firm's investment committee. Karen holds a BBA (Finance), Boise State University. Ron Heath, President
Ron has twenty-four years of financial services experience, including nineteen years of stable value industry experience. Prior to rejoining Morley in 2010, Ron was a Senior Vice President with Dwight Asset Management Company, where he focused primarily on stable value clients. Before that, he was with Morley in a variety of roles, including portfolio management. He has overall responsibility for all client service, relationship management, and marketing functions. Ron holds an MBA, University of Oregon; BS, University of Oregon. Bill Gardner, Managing Director - Sales and Relationship Management
Bill has twenty-nine years of financial service experience, including over twenty-four years in the stable value industry. Prior to joining Morley in 2011, Bill was a Senior Vice President with Dwight Asset Management, where he provided client service and investment support to stable value and fixed income clients. He is responsible for marketing and managing the firm's stable value client relationships. Bill holds an MBA University of Oregon; BS, University of Oregon.