Lebenthal Company
Industry: Executive
DescriptionAlexandra Lebenthal is the President and Chief Executive Officer of the municipal bond franchise Lebenthal & Company. Born: March 11, 1964 (age 54 years), New York City, NY Education: Princeton University Books: The Recessionistas Parents: James A. Lebenthal, Jacqueline Beymer Lebenthal Grandparent: Louis S. Lebenthal Cousin: Buzz Bissinger People also search for: Buzz Bissinger
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Lebenthal Employees
Employee
Years
Job
Industry
Ed Moore Ed Moore's Lebenthal Experience May 2012 - May 2014
Job Fixed Income Sales and Sales Management Professional
Industry Capital Markets
Experience
Seeking Opportunity as Buy-Side FI Trader or Sell Side Salesman or Manager. August 2015 - Present
CastleOak Securities, L.P. September 2014 - July 2015
Lebenthal May 2012 - May 2014
M.R.Beal & Co. September 2007 - May 2012
Skills
Institutional Sales of..., Equities, Capital Markets, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Investments, Securities, Equity Research, Bonds, Trading, Mutual Funds, Bloomberg, Asset Management, Series 7, Series 63, Finance, Management, Financial Markets
Education
Manhattan College
Bachelor’s Degree, Major-Accounting, Minor-Economics
Seeking Opportunity as Buy-Side FI Trader or Sell Side Salesman or Manager. August 2015 - Present
CastleOak Securities, L.P. September 2014 - July 2015
Lebenthal May 2012 - May 2014
M.R.Beal & Co. September 2007 - May 2012
Skills
Institutional Sales of..., Equities, Capital Markets, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Investments, Securities, Equity Research, Bonds, Trading, Mutual Funds, Bloomberg, Asset Management, Series 7, Series 63, Finance, Management, Financial Markets
Education
Manhattan College
Bachelor’s Degree, Major-Accounting, Minor-Economics
Sarah E. Alderman Sarah E. Alderman's Lebenthal Experience 2005 - 2005
Job Compliance Officer at Dreman Value Management, LLC
Industry Financial Services
Experience
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Dreman Value Management, LLC July 2015 - Present
Barclays Wealth and Investment Management January 2013 - July 2015
Barclays July 2011 - January 2013
Barclays Wealth 2008 - 2011
Merrill Lynch 2005 - 2008
Lebenthal 2005 - 2005
Lehman Brothers 2000 - 2004
Education
Florida Atlantic University
Finance
Arthur Rosen's Lebenthal Experience June 2009 - October 2011
Job Independent Professional Providing IT Direction, Technical Support and Virtual CTO Services.
Industry Information Technology and Services
Experience
Lebenthal Holdings November 2011 - August 2014
Lebenthal June 2009 - October 2011
Cinedigm Corp., Managed Services Division November 2003 - May 2009
Skills
WAN/LAN Set-up and..., Server Installation &..., Leadership and..., Network Troubleshooting, Datacenter Environment..., Building and..., End User, Phone &..., Windows Server 2008, Troubleshooting, Help Desk Support, Servers, Maintenance & Repair, Data Center, Networking, Windows Server, Windows, Disaster Recovery, Technical Support, Information Technology, Citrix, Vendor Management, Cloud Computing, System Administration, Cisco Technologies, VPN
Education
New York University 1988 — 1990
Master's Degree
Lebenthal Holdings November 2011 - August 2014
Lebenthal June 2009 - October 2011
Cinedigm Corp., Managed Services Division November 2003 - May 2009
Skills
WAN/LAN Set-up and..., Server Installation &..., Leadership and..., Network Troubleshooting, Datacenter Environment..., Building and..., End User, Phone &..., Windows Server 2008, Troubleshooting, Help Desk Support, Servers, Maintenance & Repair, Data Center, Networking, Windows Server, Windows, Disaster Recovery, Technical Support, Information Technology, Citrix, Vendor Management, Cloud Computing, System Administration, Cisco Technologies, VPN
Education
New York University 1988 — 1990
Master's Degree
Frank Messina Frank Messina's Lebenthal Experience October 1985 - June 2002
Job Senior Financial Advisor, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Advest, Inc. June 2002 - January 2006
Lebenthal October 1985 - June 2002
Sigsbee Marine 1977 - 1999
E F Hutton October 1984 - October 1985
Polyconomics January 1984 - October 1984
Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities
Education
Drew University 1980 — 1984
Economics and Political Science., BA
Leonia High School 1976 — 1980
Merrill Lynch January 2006 - Present
Advest, Inc. June 2002 - January 2006
Lebenthal October 1985 - June 2002
Sigsbee Marine 1977 - 1999
E F Hutton October 1984 - October 1985
Polyconomics January 1984 - October 1984
Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities
Education
Drew University 1980 — 1984
Economics and Political Science., BA
Leonia High School 1976 — 1980
Peter Wheeler's Lebenthal Experience 2001 - 2005
Job Project Manager at Harper Construction
Industry Construction
Experience
Harper Construction June 2006 - Present
Advest, Inc. January 2001 - June 2005
Lebenthal 2001 - 2005
Skills
Construction Management, Financial Analysis, Risk Management, Engineering, Construction, Budgets, Contract Management, Change Orders, Project Estimation, Value Engineering, Program Management, LEED, HVAC, Process Scheduler, Investments, Financial Modeling, Strategic Financial..., Construction Safety, Series 7, Pre-construction
Education
San Diego State University-California State University 1997 — 2001
BS, kinesilogy
Redlands High School 1993 — 1997
High School Diploma, Public Education
Harper Construction June 2006 - Present
Advest, Inc. January 2001 - June 2005
Lebenthal 2001 - 2005
Skills
Construction Management, Financial Analysis, Risk Management, Engineering, Construction, Budgets, Contract Management, Change Orders, Project Estimation, Value Engineering, Program Management, LEED, HVAC, Process Scheduler, Investments, Financial Modeling, Strategic Financial..., Construction Safety, Series 7, Pre-construction
Education
San Diego State University-California State University 1997 — 2001
BS, kinesilogy
Redlands High School 1993 — 1997
High School Diploma, Public Education
Mandy Elizalde Agnetti's Lebenthal Experience 2000 - 2004
Job Controller, Associate Director at WestLB Securities Inc
Industry Financial Services
Experience
WestLB Securities Inc February 2009 - May 2012
Lehman Brothers April 2006 - January 2009
Goldman Sachs January 2004 - April 2006
Lebenthal 2000 - 2004
Skills
Fixed Income, Asset Management, Equities, Financial Modeling, Alternative Investments, Private Equity, Corporate Finance
Education
State University of New York College at Geneseo 1996 — 2000
BS Business Managment
WestLB Securities Inc February 2009 - May 2012
Lehman Brothers April 2006 - January 2009
Goldman Sachs January 2004 - April 2006
Lebenthal 2000 - 2004
Skills
Fixed Income, Asset Management, Equities, Financial Modeling, Alternative Investments, Private Equity, Corporate Finance
Education
State University of New York College at Geneseo 1996 — 2000
BS Business Managment
Michael Levin AWMA®'s Lebenthal Experience July 2004 - November 2005
Job SR VP/Regional Manager
Industry Financial Services
Experience
Janney Montgomery Scott November 2005 - Present
Lebenthal July 2004 - November 2005
UBS/Paine Webber May 1989 - July 2004
UBS 1989 - 2004
EF Hutton August 1980 - May 1989
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 24, Fixed Annuities, Retirement, Estate Planning, Investments, Securities, Asset Allocation, Financial Services
Education
Securities Investor Institute 1991 — 1993
Hofstra University 1973 — 1975
BBA, Management
Janney Montgomery Scott November 2005 - Present
Lebenthal July 2004 - November 2005
UBS/Paine Webber May 1989 - July 2004
UBS 1989 - 2004
EF Hutton August 1980 - May 1989
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Series 65, Series 24, Fixed Annuities, Retirement, Estate Planning, Investments, Securities, Asset Allocation, Financial Services
Education
Securities Investor Institute 1991 — 1993
Hofstra University 1973 — 1975
BBA, Management
Ann Bushnell's Lebenthal Experience November 1998 - September 2000
Job Private Client Relationship Manager at Citi
Industry Financial Services
Experience
Citi May 2011 - Present
Sovereign Bank/Santander November 2009 - June 2010
Bank of America March 2005 - January 2009
Chase Investment Services September 2002 - March 2005
Lebenthal November 1998 - September 2000
Republic Financial Services February 1997 - November 1998
Essex Bank of New York March 1996 - February 1997
Chase Investment Services February 1994 - March 1996
Skills
Banking, Mutual Funds, Leadership, Finance, Asset Management, Credit, Retail Banking, Sales, Mortgage Lending, Investment Advisory, Insurance, Solution Selling, Program Management, Team Building, Financial Services, Investments, Wealth Management, Management, Portfolio Management, Relationship Management, Loans, Risk Management, Commercial Banking, CRM
Education
Chauncey Chapel Hill 1962 — 1968
College Prep
Katherine Gibbs
Business
Université Sorbonne Nouvelle - Paris 3
Language
Citi May 2011 - Present
Sovereign Bank/Santander November 2009 - June 2010
Bank of America March 2005 - January 2009
Chase Investment Services September 2002 - March 2005
Lebenthal November 1998 - September 2000
Republic Financial Services February 1997 - November 1998
Essex Bank of New York March 1996 - February 1997
Chase Investment Services February 1994 - March 1996
Skills
Banking, Mutual Funds, Leadership, Finance, Asset Management, Credit, Retail Banking, Sales, Mortgage Lending, Investment Advisory, Insurance, Solution Selling, Program Management, Team Building, Financial Services, Investments, Wealth Management, Management, Portfolio Management, Relationship Management, Loans, Risk Management, Commercial Banking, CRM
Education
Chauncey Chapel Hill 1962 — 1968
College Prep
Katherine Gibbs
Business
Université Sorbonne Nouvelle - Paris 3
Language
Leila Heckman's Lebenthal Experience February 2014 - Present
Job Managing Director at Lebenthal
Industry Financial Services
Experience
Lebenthal February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Sun Life Financial January 2004 - September 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management 2005 - 2008
Heckman Global Advisors November 2003 - April 2005
Citgroup Salomon Smith Barney November 1993 - October 2003
Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets
Education
Brown University
Bachelor of Arts (BA), Mathematics
Cornell University
Master of Science (MS), Operations Research
NYU-Poly
PhD
Lebenthal February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Sun Life Financial January 2004 - September 2012
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management 2005 - 2008
Heckman Global Advisors November 2003 - April 2005
Citgroup Salomon Smith Barney November 1993 - October 2003
Skills
Alternative Investments, Hedge Funds, Series 7, Asset Allocation, Investment Advisory, Securities, Fixed Income, Investment Management, Capital Markets
Education
Brown University
Bachelor of Arts (BA), Mathematics
Cornell University
Master of Science (MS), Operations Research
NYU-Poly
PhD
Philip Xanthopoulos's Lebenthal Experience 2004 - 2006
Job Available Financial Services Professional
Industry Financial Services
Experience
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
Diana Katz, CFA's Lebenthal Experience February 2014 - Present
Job Equity Research Analyst
Industry Research
Experience
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Manna Chang's Lebenthal Experience July 2011 - August 2011
Job Student at Bernard M. Baruch College
Industry Information Technology and Services
Experience
Delight in Study July 2012 - June 2013
Lebenthal July 2011 - August 2011
Deloitte July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access
Education
Baruch College 2011 — 2015
Computer Information System
Fort Hamilton High School 2007 — 2011
Delight in Study July 2012 - June 2013
Lebenthal July 2011 - August 2011
Deloitte July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access
Education
Baruch College 2011 — 2015
Computer Information System
Fort Hamilton High School 2007 — 2011
Richard Fusco's Lebenthal Experience 2004 - 2005
Job Vice President Institutional Municipal Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Merrill Lynch October 2010 - June 2012
Merrill Lynch June 2006 - October 2010
OppenheimerFunds 2005 - June 2006
Lebenthal 2004 - 2005
Ocean Capital 2003 - 2004
Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios
Education
Providence College 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Wells Fargo November 2012 - Present
Merrill Lynch October 2010 - June 2012
Merrill Lynch June 2006 - October 2010
OppenheimerFunds 2005 - June 2006
Lebenthal 2004 - 2005
Ocean Capital 2003 - 2004
Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios
Education
Providence College 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Monique Schulman's Lebenthal Experience February 2014 - Present
Job Senior Compliance officer at Lebenthal
Industry Investment Management
Experience
Lebenthal February 2014 - Present
Chase Wealth Managment March 2013 - February 2014
Forefront Capital Management LLC February 2012 - February 2013
Citigroup June 2009 - February 2012
Smith Barney February 2007 - June 2009
Smith Barney November 2006 - July 2007
Smith Barney June 1999 - November 2006
Skills
FINRA License, 6, 7, 9,..., Series 63, series 3, FINRA
Education
Syracuse University 1978 — 1982
Bachelor's degree, Psychology
Lebenthal February 2014 - Present
Chase Wealth Managment March 2013 - February 2014
Forefront Capital Management LLC February 2012 - February 2013
Citigroup June 2009 - February 2012
Smith Barney February 2007 - June 2009
Smith Barney November 2006 - July 2007
Smith Barney June 1999 - November 2006
Skills
FINRA License, 6, 7, 9,..., Series 63, series 3, FINRA
Education
Syracuse University 1978 — 1982
Bachelor's degree, Psychology
Robert K. Futterman & Associates
Richard Attias & Associates
Lebenthal & Co.
Salant
William Esty