Georgetown University
BSBA, Management & Government
Robert Morgan joined DCM Advisors in November 2021, bringing over 20 years of fixed-income experience. Most recently at Cerity Partners, Rob managed an array of tax-exempt and taxable SMA fixed income clients, both domestic and international. He previously worked at Lebenthal Asset Management managing Municipal SMA accounts, 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 has traded various Fixed Income products for these and other Taxable Fixed Income funds. It was his years at Lebenthal Asset Management where he learned how to manage municipal bonds in “The Lebenthal Way.” 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.
