Bob Morgenthau
Director/Board Member at Police Athletic League, Inc.
Profile
Mr. Robert P.
Morgenthau is a Principal at Spears Abacus Advisors LLC.
His wide-ranging responsibilities include portfolio management, client advisory services, and business development.
He is a member of the Investment Committee.
He 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.
Mr. Morgenthau was named partner in 1993 and became Global Head of Distribution of Lazard Asset Management.
After a brief stint as President of Private Advisory Services at Bank of America, he founded NorthRoad Capital Management, an international and global equity manager, which he sold to Madison Investment Advisors at the end of 2010.
Mr. Morgenthau received a Bachelor of Arts degree from Amherst College in 1979.
Bob Morgenthau active positions
Companies | Position | Start |
---|---|---|
Police Athletic League, Inc.
Police Athletic League, Inc. Media ConglomeratesConsumer Services Police Athletic League, Inc. is a non-profit organization, which engages in the provision of recreation services. It offers programs from head start, day care and universal pre-K programs to elementary and middle school after-school programs; and summer day camps and summer play streets. The company was founded by Arthur Woods in 1914 and is headquartered in New York, NY. | Director/Board Member | - |
Former positions of Bob Morgenthau
Companies | Position | End |
---|---|---|
Spears Abacus Advisors LLC
Spears Abacus Advisors LLC Investment ManagersFinance Spears Abacus Advisors LLC (Spears Abacus) is a privately-held, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2007 by William Spears, Frank Weil and Robert Raich. Spears Abacus manages equity, fixed income and balanced portfolios for individuals, families and institutions in separately managed accounts. | Investment Committee Member | 01/01/2024 |
NorthRoad Capital Management LLC
NorthRoad Capital Management LLC Investment ManagersFinance Founded in 2002, NorthRoad Capital Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Madison Asset Management LLC, which, in turn, is a subsidiary of Madison Investment Holdings, Inc. They manage global equity portfolios for individuals and institutions. | Founder | 31/12/2010 |
Lazard Frères & Co. LLC
Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Corporate Officer/Principal | 30/06/2002 |
AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | 31/12/1989 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Training of Bob Morgenthau
Amherst College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
AMERICAN EXPRESS COMPANY | Finance |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 4 |
---|---|
NorthRoad Capital Management LLC
NorthRoad Capital Management LLC Investment ManagersFinance Founded in 2002, NorthRoad Capital Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of Madison Asset Management LLC, which, in turn, is a subsidiary of Madison Investment Holdings, Inc. They manage global equity portfolios for individuals and institutions. | Finance |
Spears Abacus Advisors LLC
Spears Abacus Advisors LLC Investment ManagersFinance Spears Abacus Advisors LLC (Spears Abacus) is a privately-held, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2007 by William Spears, Frank Weil and Robert Raich. Spears Abacus manages equity, fixed income and balanced portfolios for individuals, families and institutions in separately managed accounts. | Finance |
Lazard Frères & Co. LLC
Lazard Frères & Co. LLC Investment ManagersFinance Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY. | Finance |
Police Athletic League, Inc.
Police Athletic League, Inc. Media ConglomeratesConsumer Services Police Athletic League, Inc. is a non-profit organization, which engages in the provision of recreation services. It offers programs from head start, day care and universal pre-K programs to elementary and middle school after-school programs; and summer day camps and summer play streets. The company was founded by Arthur Woods in 1914 and is headquartered in New York, NY. | Consumer Services |
- Stock Market
- Insiders
- Bob Morgenthau