THE PEOPLE

ROBERT P. MORGENTHAU

PRINCIPAL & portfolio manager

Joined Cannell & Spears in 2011.

Bob works closely with families and individuals, especially those who have recently experienced life-changing events, such as divorce or the death of a spouse. He has deep experience as an independent trustee and executor.

Bob started his investment career as a portfolio manager at Shearson/American Express in 1982 and moved to Lazard Freres & Co. in 1990 in the same capacity. He was named partner in 1993 and became the global head of distribution of Lazard Asset Management. After a brief stint as President of Private Advisory Services at Bank of America, Bob founded NorthRoad Capital Management, an international and global equity manager, which he sold to Madison Investment Advisors at the end of 2010. Abacus & Associates was a client of NorthRoad, which is how he came to know his current colleagues.

Bob currently serves as trustee and treasurer of the Museum of Jewish Heritage – A Living Memorial to the Holocaust. He is also a director of the Police Athletic League, a New York City-based social services agency, and the Riverdale Sanitation Corporation, a private, neighborhood utility. Previously, he served as board chair of the Foundation for Child Development, vice chair of Ethical Culture Fieldston School, and treasurer of the Riverdale Neighborhood House.

Bob received a BA from Amherst College in 1979.