Brad Morgan


Brad Morgan, President, co-founded Platform and currently serves on the Board of Directors of Beacon Funeral Partners, Dynamic Glass, Evergreen North America Industrial Services, Expedition Water Solutions, ShiftKey and South Coast Terminals. In addition, he was on the Board of Platform’s investments in Beneplace, Firestone & Robertson Distilling, GHR Healthcare, Santa Barbara Tax Products Group, TRE Financial Services and Vortex Companies and was involved with Avalon Advisors, Cadence Bank and Landmark Aviation. Prior to Platform, he was a Vice President of The CapStreet Group, where he worked since 2003. Brad began his career in investment banking with Credit Suisse First Boston working in the Financial Sponsors / Leveraged Finance Group in New York. Brad graduated Phi Beta Kappa from The University of Texas with a BA in the Plan II Honors Program and a BBA in finance. Brad is active with a number of organizations, including the Children’s Museum of Houston (Board – Past President); The Greater Houston Community Foundation (Board); The Kinkaid School (Alumni Association Board – Past President, Advancement Committee); Post Oak Little League (Board); and The University of Texas Masters of Science in Finance (Advisory Council). Brad has three children who keep him very busy and he enjoys travel and all types of sports.