Robert Morgan
Back

Robert Morgan

Principal
Rob is a Principal in the New York office. He has over 19 years of experience in the financial industry specifically in investment management.

Prior to joining Cerity Partners, Rob spent six years at Lebenthal Asset Management, where he managed fixed-income portfolios. He previously spent ten years working at First Investors Management Co., where he traded municipal bonds for a family of multi-state and general market municipal funds with assets in excess of $1.3 billion. In addition to Tax Exempt Bonds, he also traded various Fixed Income products for these and other Taxable Fixed Income funds. His prior work experience includes investing for High Net Worth Clients and assisting in the management of over $4 billion in Money Market Funds at Citigroup Asset Management. Rob started his career at George K. Baum and Co.

rmorgan@ceritypartners.com
Rob received his Bachelor of Business Administration from Georgetown University.

We’d love to hear from you!

Complete the form below or call one of our offices.

!
!
!
!
!
!

Please check the field marked with "!" for errors.
Thank you for contacting Cerity PartnersWe will be in touch shortly.

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Chicago

65 E Wacker Pl
Chicago, IL 60601

(312) 645-1899

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626