Lebenthal Asset Management
Industry: Company
DescriptionParent organization: Lebenthal Holdings, LLC Subsidiaries: Griffin Asset Management, Inc., Aurora Investment Counsel
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Lebenthal Asset Management Employees
Employee
Years
Job
Industry
Vijay Chopra Vijay Chopra's Lebenthal Asset Management Experience February 2014 - Present
Job Managing Director at Lebenthal Asset Management
Industry Investment Management
Experience
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
Chase Smith Chase Smith's Lebenthal Asset Management Experience April 2014 - Present
Job Vice President Investments at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management April 2014 - Present
Lebenthal & Co., LLC August 2012 - April 2014
Smith Asset Management May 2011 - July 2012
Smith Asset Management September 2010 - April 2011
Smith & Pancrazio LLP August 2009 - July 2010
Skills
Financial Planning, Investments, Securities, Retirement Planning, Retirement, Asset, Asset Management, Wealth Management, Investment Strategies, Bonds, Series 7, Mutual Funds, Asset Managment, Asset Allocation, Equities, Estate Planning, Fixed Income, Portfolio Management, Valuation
Education
Seton Hall University 2005 — 2009
Bachelors, Political Science
Trinity Pawling 2001 — 2005
Lebenthal Asset Management April 2014 - Present
Lebenthal & Co., LLC August 2012 - April 2014
Smith Asset Management May 2011 - July 2012
Smith Asset Management September 2010 - April 2011
Smith & Pancrazio LLP August 2009 - July 2010
Skills
Financial Planning, Investments, Securities, Retirement Planning, Retirement, Asset, Asset Management, Wealth Management, Investment Strategies, Bonds, Series 7, Mutual Funds, Asset Managment, Asset Allocation, Equities, Estate Planning, Fixed Income, Portfolio Management, Valuation
Education
Seton Hall University 2005 — 2009
Bachelors, Political Science
Trinity Pawling 2001 — 2005
Christopher Liu, CFA Christopher Liu, CFA's Lebenthal Asset Management Experience October 2009 - Present
Job Vice President Private Wealth Management
Industry Investment Management
Experience
Lebenthal Asset Management October 2009 - Present
US Trust August 2006 - October 2009
Skills
Portfolio Management, Equities, Wealth Management, Investment Strategies, Investments, Equity Income, Financial Analysis, Asset Allocation, Bloomberg Terminal, Dividend Growth, Downside Protection, Wealth Management..., Mutual Funds
Education
New York University
Bachelors, Economics, 3.8
Lebenthal Asset Management October 2009 - Present
US Trust August 2006 - October 2009
Skills
Portfolio Management, Equities, Wealth Management, Investment Strategies, Investments, Equity Income, Financial Analysis, Asset Allocation, Bloomberg Terminal, Dividend Growth, Downside Protection, Wealth Management..., Mutual Funds
Education
New York University
Bachelors, Economics, 3.8
James Lebenthal's Lebenthal Asset Management Experience 2007 - 2015
Job CEO, Lebenthal Asset Management
Industry Financial Services
Experience
Alexandra & James Co. CEOLebenthal Asset Management2007 - 2015
Lebenthal Asset Management 2007 - 2015
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Princeton University 1986 — 1990
Alexandra & James Co. CEOLebenthal Asset Management2007 - 2015
Lebenthal Asset Management 2007 - 2015
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Princeton University 1986 — 1990
Sharyn (Satinoff) Bilenker's Lebenthal Asset Management Experience 2001 - 2005
Job Vice President, Corporate and Regulatory Affairs
Industry Financial Services
Experience
Broadridge January 2008 - Present
AXA Equitable September 2005 - September 2007
Lebenthal Asset Management 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance; Management & Organizational Behavior
Tufts University 1994 — 1998
BA, Economics and Sociology
Broadridge January 2008 - Present
AXA Equitable September 2005 - September 2007
Lebenthal Asset Management 2001 - 2005
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance; Management & Organizational Behavior
Tufts University 1994 — 1998
BA, Economics and Sociology
Valerie (Lepore) Pico's Lebenthal Asset Management Experience April 2004 - February 2006
Job AVP at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services June 2008 - Present
Villafranco Wealth Management/Southwind Associates February 2006 - June 2008
Lebenthal Asset Management April 2004 - February 2006
H.G. Wellington June 2001 - April 2004
Skills
Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Derivatives, Securities, Portfolio Management, Equities, Capital Markets, Mutual Funds, Bonds, Series 7, Investment Banking, Options, Trading Systems
Education
University of Delaware 1997 — 2001
Business Administration, Finance
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Citi Hedge Fund Services June 2008 - Present
Villafranco Wealth Management/Southwind Associates February 2006 - June 2008
Lebenthal Asset Management April 2004 - February 2006
H.G. Wellington June 2001 - April 2004
Skills
Hedge Funds, Bloomberg, Fixed Income, Alternative Investments, Derivatives, Securities, Portfolio Management, Equities, Capital Markets, Mutual Funds, Bonds, Series 7, Investment Banking, Options, Trading Systems
Education
University of Delaware 1997 — 2001
Business Administration, Finance
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Myles Blechner's Lebenthal Asset Management Experience April 2015 - Present
Job Chief Compliance Officer at Lebenthal & Co.
Industry Financial Services
Experience
Lebenthal Asset Management April 2015 - Present
Lebenthal Lisanti Capital Growth April 2015 - Present
Lebenthal Wealth Advisors April 2015 - Present
Lebenthal & Co. LLC April 2014 - Present
First Empire Securities, Inc April 2011 - April 2014
Laidlaw and Co (UK) Ltd November 2009 - May 2011
Schonfeld Securities May 2006 - July 2009
UBS October 2002 - May 2006
Skills
FINRA, AML, Securities, KYC, Series 24, Hedge Funds, Equities, Series 7, Series 63, Investments, Mutual Funds, Alternative Investments, Risk Management, Options, Investment Advisory, OFAC, Capital Markets, Securities Regulation, Fixed Income, Financial Services, Anti Money Laundering, USA PATRIOT Act, Broker-Dealer, Trading, Equity Trading, Asset Management
Education
University at Albany, SUNY 1988 — 1990
N/A, Communications / Business
Lebenthal Asset Management April 2015 - Present
Lebenthal Lisanti Capital Growth April 2015 - Present
Lebenthal Wealth Advisors April 2015 - Present
Lebenthal & Co. LLC April 2014 - Present
First Empire Securities, Inc April 2011 - April 2014
Laidlaw and Co (UK) Ltd November 2009 - May 2011
Schonfeld Securities May 2006 - July 2009
UBS October 2002 - May 2006
Skills
FINRA, AML, Securities, KYC, Series 24, Hedge Funds, Equities, Series 7, Series 63, Investments, Mutual Funds, Alternative Investments, Risk Management, Options, Investment Advisory, OFAC, Capital Markets, Securities Regulation, Fixed Income, Financial Services, Anti Money Laundering, USA PATRIOT Act, Broker-Dealer, Trading, Equity Trading, Asset Management
Education
University at Albany, SUNY 1988 — 1990
N/A, Communications / Business
John Mullin's Lebenthal Asset Management Experience February 2014 - Present
Job Senior Portfolio Manager at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC May 2002 - June 2005
ABN AMRO Bank N.V. February 1998 - February 2001
Salomon Brothers September 1996 - January 1998
Smith Barney May 1994 - September 1996
Federal Reserve Bank of New York September 1989 - May 1994
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities
Education
University of California, Los Angeles 1984 — 1989
PhD, Economics
University of California, Berkeley 1977 — 1981
BA, History and Economics
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC May 2002 - June 2005
ABN AMRO Bank N.V. February 1998 - February 2001
Salomon Brothers September 1996 - January 1998
Smith Barney May 1994 - September 1996
Federal Reserve Bank of New York September 1989 - May 1994
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities
Education
University of California, Los Angeles 1984 — 1989
PhD, Economics
University of California, Berkeley 1977 — 1981
BA, History and Economics
Andy Lieberman's Lebenthal Asset Management Experience 2001 - 2005
Job Investment Analyst
Industry Financial Services
Experience
BNP Paribas December 2013 - Present
ICON Capital Corp. April 2012 - December 2013
Cantor Fitzgerald 2010 - 2012
SAC Capital 2007 - 2009
RBC Capital Markets 2005 - 2007
Lebenthal Asset Management 2001 - 2005
Skills
Private Equity, Equity Research, Equity Valuation, Distressed Debt, Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Investments, Investment Banking, Trading, Securities
Education
Fordham Gabelli School of Business
MBA, Finance
Drew University
Bachelor's degree
BNP Paribas December 2013 - Present
ICON Capital Corp. April 2012 - December 2013
Cantor Fitzgerald 2010 - 2012
SAC Capital 2007 - 2009
RBC Capital Markets 2005 - 2007
Lebenthal Asset Management 2001 - 2005
Skills
Private Equity, Equity Research, Equity Valuation, Distressed Debt, Corporate Finance, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Investments, Investment Banking, Trading, Securities
Education
Fordham Gabelli School of Business
MBA, Finance
Drew University
Bachelor's degree
Michael D. Jamison's Lebenthal Asset Management Experience February 2015 - Present
Job Chief Operating Officer Managing Director at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
LeRoy Pease III, CFA's Lebenthal Asset Management Experience January 2015 - Present
Job Managing Director, Lebenthal Asset Mgmt
Industry Financial Services
Experience
Lebenthal Asset Management January 2015 - Present
Morgan Stanley Smith Barney May 1996 - June 2010
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Equities, Asset Allocation, Investment Advisory, Hedge Funds
Education
Drexel University 1983 — 1986
Master of Business Administration (MBA), Finance, Investment Management
Saint Joseph's University 1976 — 1980
Bachelor of Science (BS), Accounting
Lebenthal Asset Management January 2015 - Present
Morgan Stanley Smith Barney May 1996 - June 2010
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Equities, Asset Allocation, Investment Advisory, Hedge Funds
Education
Drexel University 1983 — 1986
Master of Business Administration (MBA), Finance, Investment Management
Saint Joseph's University 1976 — 1980
Bachelor of Science (BS), Accounting
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PwC
Ernst & Young
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