Robert Morgan, Director Fixed Income at DCM Advisors

Robert Morgan

Director Fixed Income at DCM Advisors | Saddle River, New Jersey, United States

Profile last verified August 2026
Financial Services Verified Profile Saddle River, New Jersey, United States Rockwell College
Verified

Personal Email

***@verizon.net

Personal • High Confidence

Phone Number

(201) ***-*208

United States • Phone

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Robert Morgan Socials
Robert Morgan Work Experience

Director Fixed Income at DCM Advisors in November 2021 - Present

Principal at HPM Partners LLC in September 2017 - October 2021

Vice President at Lebenthal Asset Management in April 2011 - August 2017

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Municipal Trader at First Investors Corporation in April 2000 - March 2011

Municipal Trader at Citigroup in March 1999 - April 2000

Municipal Bond Sales & Trading Assistant at George K. Baum & Company in March 1998 - March 1999

Robert Morgan Education

Rockwell College, HS Diploma

Robert Morgan Skills
Budgeting Negotiation Teamwork Communication Attention to Detail Analytical Skills Finance Retirement Planning Investment Advisory Investment Strategies
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Investment Management Confidentiality Fixed Income Asset Management Trading Portfolio Management Mutual Funds Wealth Management Bonds Series 63 Municipal Bonds Asset Managment Securities Bloomberg Alternative Investments Asset Allocation Hedge Funds Capital Markets Series 7 Investments
About Robert Morgan’s Current Company
DCM Advisors

DCM Advisors, LLC (DCM) is an SEC registered investment advisory firm established in 2001. DCM provides asset management and wealth advisory services to institutions, registered investment advisors, family offices and high net worth individuals. Additionally, DCM is affiliated with Lisanti Capital Growth, LLC (Lisanti), a certified woman-owned and managed SEC registered investment advisor specializing in small and small/mid-cap (SMID) growth equity investing. In asset management, DCM believes in time-tested investing. DCM has carefully and purposely crafted a group of investment artisans that have proven and consistent long-term investment performance. All of DCM’s investment teams have extensive market cycle experience, and a philosophically fundamentally driven investment approach that generates unique insights, with strong convictions, supported by a portfolio investment process that is optimally diversified and risk-managed. Current DCM and Lisanti portfolio strategies include Global Equity, International Equity, U.S. Small Cap Growth Equity, U.S. SMID Cap Growth Equity and U.S. Municipal Bonds. Lisanti also is the investment adviser to the Lisanti Small Cap Growth Fund (ASCGX). Heckman Global Advisors, the research division within DCM, also provides research subscription and advisory services to institutional clients by offering recommendations as to country and sector allocations. In wealth advisory, DCM offers advisory services to high net worth individuals through our wealth management representatives Any information contained herein pertaining to securities or advisory business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in these states. Please go to the following link on our corporate page for important information regarding important disclosures and disclaimers. http://dcmadvisors.com/terms-of-use/ http://dcmadvisors.com/privacy-policy/

Discover more about DCM Advisors
Robert Morgan’s Colleagues
James Mulvey

James Mulvey

New York, New York, United States

Portfolio Manager at DCM Advisors

Portfolio Manager at DCM Advisors
(August 2021 – Present)

JW

Jared Wein

New York City Metropolitan Area

Portfolio Manager and Senior Equity Analyst at DCM Advisors

Portfolio Manager and Senior Analyst at DCM Advisors
(January 2022 – Present)

AD

Alan Dayan

New York, New York, United States

Partner of DCM ADVISORS. Partner of Dino Group - broker dealer.

Manage money for UHNW and provide advices for companies.

AS

Andrew Sidoti

New York City Metropolitan Area

Senior Analyst at DCM Advisors, LLC

Senior Equity Analyst at DCM Advisors
(Sep 2021 – Present)

RL

Ricky Levy

New York City Metropolitan Area

Mortgage Sales at DCM Advisors

Mortgage Sales at DCM Advisors
(Present)

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Frequently asked questions about Robert Morgan

What is Robert Morgan email address?

Email Robert Morgan at [email protected] and [email protected]. This email is the most updated Robert Morgan's email found in 2026.

How to contact Robert Morgan?

To contact Robert Morgan send an email to [email protected] or [email protected].

What company does Robert Morgan work for?

Robert Morgan works for DCM Advisors.

What is Robert Morgan's role at DCM Advisors?

Robert Morgan is Director Fixed Income

What industry does Robert Morgan work in?

Robert Morgan works in the Financial Services industry.

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