Joe and family

Selfless Service

by Bernie Romanowski

Trustee Joe Morgart P’12,’22

I met with Joe Morgart for coffee near his office in downtown Boston on a rainy December morning, one of those rare days with no traffic, great parking, and light crowds. As expected, Joe was punctual and polite, asking me as many questions as I asked him. Spending time with Joe is always like this—he makes the host feel like the guest of honor. 

As one of our longest-serving Trustees, Joe serves as treasurer and sits on the Executive Committee. He began his tenure on Landmark’s Board of Trustees in 2008, shortly after his oldest child, Alexander ’12, enrolled. Although Joe’s children are now young adults, he loyally continues to give his time, talent, and resources to the Landmark community. As I spoke with Joe, a picture emerged—one of hospitality, commitment, caring, and respect for others. 

Over his long professional career, Joe has focused his efforts on “alternative investments.” He has held senior leadership roles at Boldwater Capital and Fidelity Investments and has been at Amundi for the past eight years. Joe also shares his experience and insights as a guest lecturer at MIT’s Sloan School of Management. 

In addition to being a Landmark Trustee, Joe serves as chair of the Board of Jewish Big Brothers Big Sisters (JBBBS) endowment and previously served as the organization’s chair. He is also a member of the Investment Committee of Combined Jewish Philanthropies and has served those organizations for more than 25 years. I asked Joe why he devotes so much of his life to board service, and his reply is profound and simple. “I see the positive impact all these organizations have on so many individuals and families, and I want to make sure others always have access to them.” 

joe at podium

Jeffrey Savit is the president and CEO of JBBBS. He and Joe have become close personal friends and share an unwavering focus on the organization’s mission. “Joe is truly selfless and cares deeply about his family and others.” As Jeffrey told me, “With Joe on your team, only good things will come.”

Joe is the proud parent of four adult children, two of whom attended Landmark School. Alexander attended both the EMS and High School for three years and is as gracious and kind as his father. Alexander developed a deep interest in healthcare and is a paramedic for Mass General Brigham’s mobile integrated health team, providing in-home medical care to patients and responding to emergencies. This spring, he will be awarded an MBA degree from Boston University. 

Seeing the good work his father is doing at JBBBS, Alexander decided to become a Big Brother three years ago. “My dad wants us all to make the world a little better and he exemplifies this, always leading by example,” said Alexander. As for Joe’s other three children, Jonathan is working as a senior account executive focusing on alternatives at PIMCO, Lauren ’22 is working in the finance industry, and Sarah is completing her sophomore year at the University of Vermont, studying social work.

While speaking about his young adulthood, Joe told me he learned the importance of philanthropy in all forms. He witnessed family members giving their time, talents, knowledge, and financial resources, and he was exposed to “the power of advocacy,” which drove Joe to contribute his considerable talent to organizations like Landmark. 

As a parent and a Trustee, Joe has left an indelible mark on our community.  

“Joe truly embodies an ideal Trustee. His unwavering commitment to the school’s mission stands paramount, always placing it at the forefront of his endeavors. He recognizes that support extends beyond mere philanthropy; it encompasses sharing his wealth of expertise, as well as providing mentorship and encouragement to those actively engaged in the work. Joe’s approach exemplifies the vital attributes and best practices desired in a Trustee, highlighting a deep understanding that the strength of a school lies not just in its resources,but also in its community and the shared dedication to its goals.”
—Josh CLark

Article originally published in The Lantern Fall/Winter 2024.

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