Robert Morgenthau

Robert P. Morgenthau is a Principal and Portfolio Manager at Cannell & Spears, based in New York City, where he focuses on managing investment portfolios for families and individuals, particularly those navigating significant life transitions such as divorce or bereavement. He leverages his deep experience as an independent trustee and executor to deliver tailored investment solutions across client needs. At Cannell & Spears, Morgenthau is integral to the management of both equity and fixed income portfolios, targeting high-conviction, quality businesses with leading market positions and potential for sustainable growth, with recent sector exposure including technology, financials, and consumer discretionary assets.

Prior to this role, Morgenthau's career has spanned several prominent investment firms, beginning as a portfolio manager at Shearson/American Express, then Lazard Freres & Co., where he became a partner and global head of distribution for asset management, and subsequently serving as President of Private Advisory Services at Bank of America. He was also the founder of NorthRoad Capital Management, specializing in international and global equities, before its acquisition by Madison Investment Advisors. Morgenthau is active in civic life, serving as trustee and treasurer of the Museum of Jewish Heritage and a director of the Police Athletic League, Inc..

Morgenthau holds a Bachelor of Arts from Amherst College, where he graduated in 1979. His investment expertise centers on rigorous security selection driven by fundamental analysis rather than broad asset allocation, and he is recognized for his trusted advisory relationships in the high-net-worth and institutional client segment. Over more than three decades, he has been noted for his contributions to investment management and philanthropy in New York City.