Julia Morgan

Director of Community Investments

As the Director of Community Investments, Julia has primary responsibility for overseeing and leading the underwriting of Low-Income Housing Tax Credit (LIHTC) and New Markets Tax Credit (NMTC) investments, performing a critical role in the adherence to investor driven expectations.

Julia has over 20 years of experience in the finance industry, holding positions such as a securities trader,  various analyst roles including business, systems, and financial, and prior to joining Evernorth, as an underwriter in the low-income multi-family industry.  Julia holds both a bachelor’s degree and an MBA from Southern New Hampshire University, as well as a New Hampshire real estate license. In her spare time, she serves on the boards of two non-profit organizations that serve the LGBTQ community and can be found enjoying outdoor activities such as skiing, hiking, and cycling.   Julia lives in Concord, New Hampshire, and is based out of Evernorth’s Portland office.