Robert Morgan
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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.

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