Lebenthal & Co.
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 & Co. Employees
Employee
Years
Job
Industry
jay alpert jay alpert's Lebenthal & Co. Experience September 2013 - Present
Job Formerly, senior managing director at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal & Co. September 2013 - Present
lebenthal & company September 2013 - June 2014
M.R. Beal June 2006 - August 2013
Skills
Sales Management, Proprietary Trading, Public Finance, Underwriting, Investments, Risk Management, Capital Markets, Financial Services, Banking, Financial Analysis, Mergers & Acquisitions, Valuation, Asset Management, Portfolio Management, Equities, Finance, Due Diligence, Financial Modeling, Corporate Finance, Credit, Investment Banking
Education
New York Institute of Finance 1966 — 1967
Business/Managerial Economics
City University of New York-Brooklyn College 1965 — 1967
New york institute of finance, Business, Management, Marketing, and Related Support Services
City University of New York-Brooklyn College 1965 — 1967
attended 2years ; then attended The New York Institute of Finance, finace and business management
Lebenthal & Co. September 2013 - Present
lebenthal & company September 2013 - June 2014
M.R. Beal June 2006 - August 2013
Skills
Sales Management, Proprietary Trading, Public Finance, Underwriting, Investments, Risk Management, Capital Markets, Financial Services, Banking, Financial Analysis, Mergers & Acquisitions, Valuation, Asset Management, Portfolio Management, Equities, Finance, Due Diligence, Financial Modeling, Corporate Finance, Credit, Investment Banking
Education
New York Institute of Finance 1966 — 1967
Business/Managerial Economics
City University of New York-Brooklyn College 1965 — 1967
New york institute of finance, Business, Management, Marketing, and Related Support Services
City University of New York-Brooklyn College 1965 — 1967
attended 2years ; then attended The New York Institute of Finance, finace and business management
Bolun Peng Bolun Peng's Lebenthal & Co. Experience June 2014 - Present
Job Equity Research Intern at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal & Co. June 2014 - Present
Macquarie Group July 2012 - August 2012
The Aspen Brands Company January 2012 - January 2012
Guosen Securities Co. Ltd. June 2011 - August 2011
Yong An Insurance Co.Ltd January 2011 - January 2011
Skills
C++, Bloomberg, Java, Microsoft Office, SQL, Investments
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Financial Engineering
DePauw University 2009 — 2013
BA, Mathematics, Pre-Engineering, 3.83
University of Oxford 2012 — 2012
Exchange Student, Mathematics and Statistics
Lebenthal & Co. June 2014 - Present
Macquarie Group July 2012 - August 2012
The Aspen Brands Company January 2012 - January 2012
Guosen Securities Co. Ltd. June 2011 - August 2011
Yong An Insurance Co.Ltd January 2011 - January 2011
Skills
C++, Bloomberg, Java, Microsoft Office, SQL, Investments
Education
Cornell University 2013 — 2014
Master of Engineering (MEng), Financial Engineering
DePauw University 2009 — 2013
BA, Mathematics, Pre-Engineering, 3.83
University of Oxford 2012 — 2012
Exchange Student, Mathematics and Statistics
Bill Peters Bill Peters's Lebenthal & Co. Experience 1991 - 1995
Job Office Tenant Representative
Industry Commercial Real Estate
Experience
JLL July 2014 - Present
JLL July 2008 - June 2014
The Staubach Company September 1997 - June 2008
Real Media April 2000 - January 2001
Merrill Lynch 1995 - 1997
Lebenthal & Co. 1991 - 1995
Drexel Burnham Lambert October 1987 - February 1990
Skills
Start-ups, Business Planning, Commercial Real Estate, Corporate Real Estate, Disposition, Tenant Representation, Location Intelligence, Lease Negotiations, Tenant, Brokerage, Due Diligence, Real Estate Transactions, Business Development, Hedge Funds, Real Estate, Mergers, Leases, Contract Negotiation, Negotiation
Education
Gettysburg College 1983 — 1987
BA, Business/Economics
Garden City High School 1979 — 1983
JLL July 2014 - Present
JLL July 2008 - June 2014
The Staubach Company September 1997 - June 2008
Real Media April 2000 - January 2001
Merrill Lynch 1995 - 1997
Lebenthal & Co. 1991 - 1995
Drexel Burnham Lambert October 1987 - February 1990
Skills
Start-ups, Business Planning, Commercial Real Estate, Corporate Real Estate, Disposition, Tenant Representation, Location Intelligence, Lease Negotiations, Tenant, Brokerage, Due Diligence, Real Estate Transactions, Business Development, Hedge Funds, Real Estate, Mergers, Leases, Contract Negotiation, Negotiation
Education
Gettysburg College 1983 — 1987
BA, Business/Economics
Garden City High School 1979 — 1983
John G Sassone, CFP® John G Sassone, CFP®'s Lebenthal & Co. Experience September 1980 - May 1986
Job Vice President/ Investments Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2008 - Present
Alley Pond Striders 2014 - 2015
A.G. Edwards May 1996 - April 2008
Prudential Securities May 1986 - April 1996
Lebenthal & Co. September 1980 - May 1986
Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management
Education
NYU
Master of Arts
Iona College
BA, English
Bishop Reilly High School
Janney Montgomery Scott 2008 - Present
Alley Pond Striders 2014 - 2015
A.G. Edwards May 1996 - April 2008
Prudential Securities May 1986 - April 1996
Lebenthal & Co. September 1980 - May 1986
Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management
Education
NYU
Master of Arts
Iona College
BA, English
Bishop Reilly High School
Anna Zendel Anna Zendel's Lebenthal & Co. Experience April 2010 - May 2011
Job Accounting Manager at Streetline, Inc.
Industry Accounting
Experience
Streetline, Inc. June 2013 - Present
Avidbank May 2011 - June 2013
Lebenthal & Co. April 2010 - May 2011
Locate Stock February 2009 - February 2010
Creative Merchant Funding August 2008 - October 2009
Atlantic Planning Group August 2006 - May 2008
Skills
Morningstar, QuickBooks, Start-ups, General Ledger, Accounts Payable, Accounts Receivable, Benefits Administration, Payroll, ADP Payroll, Human Resources, Workflow, Operations Management, Financial Reporting, Balance Sheet, Income Statement, Tax, Investor Relations..., Operating Budgets, Horizon, Full-Charge Bookkeeping, Salesforce, Leads 360, Sabre, 401k, Budgets, Financial Statements, Auditing, Accounting
Education
Brandeis University 2005 — 2008
Bachelor's degree, Economics, Math & Business
University of Sydney 2007 — 2007
Streetline, Inc. June 2013 - Present
Avidbank May 2011 - June 2013
Lebenthal & Co. April 2010 - May 2011
Locate Stock February 2009 - February 2010
Creative Merchant Funding August 2008 - October 2009
Atlantic Planning Group August 2006 - May 2008
Skills
Morningstar, QuickBooks, Start-ups, General Ledger, Accounts Payable, Accounts Receivable, Benefits Administration, Payroll, ADP Payroll, Human Resources, Workflow, Operations Management, Financial Reporting, Balance Sheet, Income Statement, Tax, Investor Relations..., Operating Budgets, Horizon, Full-Charge Bookkeeping, Salesforce, Leads 360, Sabre, 401k, Budgets, Financial Statements, Auditing, Accounting
Education
Brandeis University 2005 — 2008
Bachelor's degree, Economics, Math & Business
University of Sydney 2007 — 2007
David Schiffman's Lebenthal & Co. Experience July 2010 - Present
Job Vice President at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal & Co. July 2010 - Present
Skills
Business Relationship..., Series 7, Series 63, Equities, Capital Markets, Securities, Trading, Asset Managment, Investment Banking, Bloomberg, Equity Trading, CRM, Electronic Trading, Trading Systems, Financial Services, Asset Management, Middle Office, Relationship Management, Fixed Income
Education
University of Miami - School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Lebenthal & Co. July 2010 - Present
Skills
Business Relationship..., Series 7, Series 63, Equities, Capital Markets, Securities, Trading, Asset Managment, Investment Banking, Bloomberg, Equity Trading, CRM, Electronic Trading, Trading Systems, Financial Services, Asset Management, Middle Office, Relationship Management, Fixed Income
Education
University of Miami - School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
David Snider's Lebenthal & Co. Experience 1999 - 2006
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Lebenthal & Co. 1999 - 2006
Skills
Investments, Asset Allocation, Asset Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Wells Fargo Advisors, LLC August 2006 - Present
Lebenthal & Co. 1999 - 2006
Skills
Investments, Asset Allocation, Asset Management
Education
University of North Carolina at Chapel Hill 1992 — 1996
Jongtak Lee's Lebenthal & Co. Experience August 2014 - Present
Job Chief Technology Officer at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal & Co. August 2014 - Present
Annaly Capital Management June 2009 - July 2014
Hamilton Capital, LLC March 2009 - November 2009
RBS Sempra January 2009 - March 2009
Clinton Group 2006 - 2007
Lord Abbett 2004 - 2006
Thaumaturgix, Inc. 2000 - 2002
Skills
Windows Server..., Cisco Technologies -..., Juniper Firewalls, Microsoft Application..., IT Management, IT Architecture and..., Storage Administration..., Virtualization -..., Virtualization, VMware, Servers, Storage Area Networks, Architecture, Windows Server, Cisco Technologies, Microsoft Technologies, Citrix, Active Directory, Microsoft Exchange, Infrastructure, Information Security, Storage, Juniper, Windows, Networking, Troubleshooting, VDI, Disaster Recovery, Management, IT Strategy, SAN
Education
The George Washington University Law School 1996 — 1997
N/A, Law
University at Albany, SUNY 1990 — 1994
BA, Philosophy, Reasoning, and Analysis
Lebenthal & Co. August 2014 - Present
Annaly Capital Management June 2009 - July 2014
Hamilton Capital, LLC March 2009 - November 2009
RBS Sempra January 2009 - March 2009
Clinton Group 2006 - 2007
Lord Abbett 2004 - 2006
Thaumaturgix, Inc. 2000 - 2002
Skills
Windows Server..., Cisco Technologies -..., Juniper Firewalls, Microsoft Application..., IT Management, IT Architecture and..., Storage Administration..., Virtualization -..., Virtualization, VMware, Servers, Storage Area Networks, Architecture, Windows Server, Cisco Technologies, Microsoft Technologies, Citrix, Active Directory, Microsoft Exchange, Infrastructure, Information Security, Storage, Juniper, Windows, Networking, Troubleshooting, VDI, Disaster Recovery, Management, IT Strategy, SAN
Education
The George Washington University Law School 1996 — 1997
N/A, Law
University at Albany, SUNY 1990 — 1994
BA, Philosophy, Reasoning, and Analysis
Elizabeth Cosentino's Lebenthal & Co. Experience 2010 - March 2012
Job Management Recruitment Supervisor at McMasterCarr
Industry Human Resources
Experience
McMaster-Carr April 2014 - Present
McMaster-Carr March 2012 - April 2014
Lebenthal & Co. 2010 - March 2012
Lebenthal & Co. January 2007 - June 2010
Skills
Series 7, Series 63, Wealth Management, Talent Acquisition, Relationship Management, Finance, Financial Services, Succession Planning, Onboarding, College Recruiting, Workforce Planning, Talent Management, Employee Benefits, Performance Management, Recruiting
Education
Cornell University 2012 — 2014
Master's degree, Labor and Industrial Relations
New York University - Leonard N. Stern School of Business 2003 — 2007
B.S., Business
McMaster-Carr April 2014 - Present
McMaster-Carr March 2012 - April 2014
Lebenthal & Co. 2010 - March 2012
Lebenthal & Co. January 2007 - June 2010
Skills
Series 7, Series 63, Wealth Management, Talent Acquisition, Relationship Management, Finance, Financial Services, Succession Planning, Onboarding, College Recruiting, Workforce Planning, Talent Management, Employee Benefits, Performance Management, Recruiting
Education
Cornell University 2012 — 2014
Master's degree, Labor and Industrial Relations
New York University - Leonard N. Stern School of Business 2003 — 2007
B.S., Business
Thomas Domogala's Lebenthal & Co. Experience 1999 - 2000
Job Financial Services Professional In Transition
Industry Financial Services
Experience
Lehman Brothers March 2002 - September 2008
Merrill Lynch 2000 - 2001
Lebenthal & Co. 1999 - 2000
The Selbst Group 1997 - 1999
Hickory Associates 1991 - 1996
Morgan Stanley 1984 - 1990
Lehman Brothers 1982 - 1984
A.G. Becker, Inc 1981 - 1982
Lehman Brothers 1975 - 1981
The Chase Manhattan Bank 1970 - 1974
Skills
New Business Development, Securities, Customer Relations, Portfolio Management, Organizational..., Asset Management, Risk Management, Treasury Management, Series 7, Investments, Compliance, Valuation, Risk Mitigation, Executive Management, Credit, Process Improvement, Financial Analysis, Critical Thinking, Due Diligence, Analysis, Financial Management, Loans, Equities, Emerging Markets, Strategic Planning, Operations Management, Cross-functional Team..., Financial Planning, Mentoring, Risk Assessment, P&L, Team Building, Business Analysis, Team Leadership, Contract Negotiations, Forecasting, Business Process..., Capital Markets, Customer Service, CRM, Business Development, Asset Managment
Education
Rutgers University-New Brunswick 1962 — 1966
Bachelor of Arts, Communications
Lehman Brothers March 2002 - September 2008
Merrill Lynch 2000 - 2001
Lebenthal & Co. 1999 - 2000
The Selbst Group 1997 - 1999
Hickory Associates 1991 - 1996
Morgan Stanley 1984 - 1990
Lehman Brothers 1982 - 1984
A.G. Becker, Inc 1981 - 1982
Lehman Brothers 1975 - 1981
The Chase Manhattan Bank 1970 - 1974
Skills
New Business Development, Securities, Customer Relations, Portfolio Management, Organizational..., Asset Management, Risk Management, Treasury Management, Series 7, Investments, Compliance, Valuation, Risk Mitigation, Executive Management, Credit, Process Improvement, Financial Analysis, Critical Thinking, Due Diligence, Analysis, Financial Management, Loans, Equities, Emerging Markets, Strategic Planning, Operations Management, Cross-functional Team..., Financial Planning, Mentoring, Risk Assessment, P&L, Team Building, Business Analysis, Team Leadership, Contract Negotiations, Forecasting, Business Process..., Capital Markets, Customer Service, CRM, Business Development, Asset Managment
Education
Rutgers University-New Brunswick 1962 — 1966
Bachelor of Arts, Communications
Peter Kalin's Lebenthal & Co. Experience October 2000 - September 2005
Job Financial Advisor at HSBC Securities, inc USA
Industry Financial Services
Experience
HSBC Securities October 2008 - Present
Merrill Lynch September 2005 - September 2008
Lebenthal & Co. October 2000 - September 2005
Skills
Portfolio Management, Banking, Wealth, Retirement, Wealth Management..., Financial Markets, Series 7, Uniform Combined State..., Series 63, Retirement Planning, Fixed Income Portfolio..., Asset Allocation...
Education
New York Institute of Technology 1981 — 1986
BA, Architecture, Business, Economics, Finance
HSBC Securities October 2008 - Present
Merrill Lynch September 2005 - September 2008
Lebenthal & Co. October 2000 - September 2005
Skills
Portfolio Management, Banking, Wealth, Retirement, Wealth Management..., Financial Markets, Series 7, Uniform Combined State..., Series 63, Retirement Planning, Fixed Income Portfolio..., Asset Allocation...
Education
New York Institute of Technology 1981 — 1986
BA, Architecture, Business, Economics, Finance
Robert K. Futterman & Associates
Richard Attias & Associates
Lebenthal
Salant
William Esty