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The Lebenthal Municipal Income strategies are led by Greg Serbe who has over 40 years of experience and intellectual capital in the municipal bond market.

Greg and his team view municipal bonds as the more profound, core part of an individual’s investment portfolio. This philosophy guides the team’s overall defensive and conservative investment process. Portfolios consist of both national and single state tax exempt municipal investment grade bonds and are managed for total return over the rate cycle, while attempting to minimize risk. Each portfolio is completely customized and risk-managed to individual requirements.

A buy-and-hold, diversified investment strategy is also followed, except when the team determines that there is an opportunistic situation in the municipal bond market that will benefit the investor.

Each bond selection undergoes extensive credit considerations, and each portfolio is meticulously customized to meet individual investor’s risk tolerance, cash flow requirements, financial situation, tax circumstances and life goals.

Team:

Robert Morgan
Director of Fixed Income Strategies

Robert Morgan

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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.

Education:
Rob graduated from Georgetown University in 1996.

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Strategies:

Tax-Free Ultra Short Duration Bond

Tax-Free Intermediate Duration Bond

Taxable Intermediate Duration Bond

Custom Duration Bond

• Please click here for more information regarding US Municipal Bond Strategies.