Lebenthal Wealth Advisors
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Lebenthal Wealth Advisors Employees
Employee
Years
Job
Industry
Judith Feder Judith Feder's Lebenthal Wealth Advisors Experience November 2013 - August 2014
Job President at Harvest Capital, Ltd.
Industry Investment Management
Experience
Harvest Capital, Ltd. January 1986 - Present
Lebenthal Wealth Advisors November 2013 - August 2014
du Pasquier & Co. October 2010 - October 2013
Spencer Trask Ventures October 2004 - November 2008
Harvest Capital May 1987 - January 1991
Merrill Lynch Hubbard & Co. 1980 - 1984
Skills
Private Share Trading, Strategy, Entrepreneurship, Strategic Planning, Asset Management, Private Equity, Investments, Management, Business Development, Mergers & Acquisitions, Finance, Start-ups
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor (J.D.)
Tufts University
Bachelor's Degree, BS; Biology, Psychology
Harvest Capital, Ltd. January 1986 - Present
Lebenthal Wealth Advisors November 2013 - August 2014
du Pasquier & Co. October 2010 - October 2013
Spencer Trask Ventures October 2004 - November 2008
Harvest Capital May 1987 - January 1991
Merrill Lynch Hubbard & Co. 1980 - 1984
Skills
Private Share Trading, Strategy, Entrepreneurship, Strategic Planning, Asset Management, Private Equity, Investments, Management, Business Development, Mergers & Acquisitions, Finance, Start-ups
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor (J.D.)
Tufts University
Bachelor's Degree, BS; Biology, Psychology
Carrie Gallaway, CFP® Carrie Gallaway, CFP®'s Lebenthal Wealth Advisors Experience March 2014 - Present
Job Managing DirectorWealth Management at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley January 2005 - March 2014
Citigroup Asset Management July 1999 - January 2005
DLJdirect July 1998 - July 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., Financial Analysis, Financial Planners, Financial Advisory, Portfolio Management, Wealth Management, Financial Services, Finance, 401k, Series 7, Wealth, Financial Planning
Education
Lehigh University 1994 — 1998
BS Finance
Pomfret School 1992 — 1994
Convent of the Sacred Heart 1981 — 1992
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley January 2005 - March 2014
Citigroup Asset Management July 1999 - January 2005
DLJdirect July 1998 - July 1999
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Estate Planning, Strategic Financial..., Financial Analysis, Financial Planners, Financial Advisory, Portfolio Management, Wealth Management, Financial Services, Finance, 401k, Series 7, Wealth, Financial Planning
Education
Lehigh University 1994 — 1998
BS Finance
Pomfret School 1992 — 1994
Convent of the Sacred Heart 1981 — 1992
Leigh Moglia Leigh Moglia's Lebenthal Wealth Advisors Experience March 2014 - Present
Job Vice President at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley June 2007 - March 2014
Skills
Wealth Management, Portfolio Management, Fixed Income, Series 63, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, 401k, Series 65, Financial Advisory, Wealth, Financial Planning
Education
New York University 2003 — 2007
Bachelor's degree, Economics
Lebenthal Wealth Advisors March 2014 - Present
Morgan Stanley June 2007 - March 2014
Skills
Wealth Management, Portfolio Management, Fixed Income, Series 63, Investments, Series 7, Mutual Funds, Strategic Financial..., Retirement, 401k, Series 65, Financial Advisory, Wealth, Financial Planning
Education
New York University 2003 — 2007
Bachelor's degree, Economics
Andrew Fagan's Lebenthal Wealth Advisors Experience July 2013 - August 2013
Job Risk Management & Insurance Student at St. John's University
Industry Insurance
Experience
Lebenthal Wealth Advisors July 2013 - August 2013
City Parks Foundation July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Business, Calculus, Teamwork, Insurance, Time Management, Access, Data Analysis, Event Planning, Risk Management, Leadership, Social Media, Social Networking, Management
Education
St. John's University 2013 — 2017
Bachelor's degree, Risk Management & Insurance
Tottenville High School 2009 — 2013
Lebenthal Wealth Advisors July 2013 - August 2013
City Parks Foundation July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Business, Calculus, Teamwork, Insurance, Time Management, Access, Data Analysis, Event Planning, Risk Management, Leadership, Social Media, Social Networking, Management
Education
St. John's University 2013 — 2017
Bachelor's degree, Risk Management & Insurance
Tottenville High School 2009 — 2013
Philip Pan Philip Pan's Lebenthal Wealth Advisors Experience October 2014 - Present
Job Jr. Systems Administrator at Lebenthal Wealth Advisors
Industry Information Technology and Services
Experience
Lebenthal Wealth Advisors October 2014 - Present
Ralph Lauren June 2012 - Present
New Jersey Institute of Technology September 2011 - May 2012
Skills
Powershell, Java, Data Structures, Active Directory, Microsoft Excel, Customer Service, Windows 7, Windows, Microsoft Office, Digital Sketching, Gimp, Photoshop, Computer Network..., Migration Projects, Video Games, HTML
Education
New Jersey Institute of Technology
Rutgers, The State University of New Jersey-New Brunswick
Lebenthal Wealth Advisors October 2014 - Present
Ralph Lauren June 2012 - Present
New Jersey Institute of Technology September 2011 - May 2012
Skills
Powershell, Java, Data Structures, Active Directory, Microsoft Excel, Customer Service, Windows 7, Windows, Microsoft Office, Digital Sketching, Gimp, Photoshop, Computer Network..., Migration Projects, Video Games, HTML
Education
New Jersey Institute of Technology
Rutgers, The State University of New Jersey-New Brunswick
Charlotte Spatz Charlotte Spatz's Lebenthal Wealth Advisors Experience August 2015 - Present
Job Account Manager at Glowing Co.
Industry Public Relations and Communications
Experience
Lebenthal Wealth Advisors August 2015 - Present
Glowing Co. February 2014 - July 2015
Glowing Co. July 2013 - February 2014
FeelingAnxious PR September 2012 - December 2012
Net-Texts, Inc. December 2010 - August 2011
The Marist Institute for Public Opinion January 2010 - February 2011
Skills
Public Relations, Social Media, Research, Facebook, Press Releases, Editing, Microsoft Word, Microsoft Excel, Microsoft Office, Media Relations, Leadership, Manage Client..., Brand Development, Social Networking, Pitching Media, Content Writing, Time Management, Event Planning, Public Speaking, PowerPoint, Blogging
Education
Marist College 2009 — 2013
Bachelor of Arts in Communication, Public Relations and Organizational Communication, Magna Cum Laude
Ridgewood High School 2005 — 2009
High School Diploma
Lebenthal Wealth Advisors August 2015 - Present
Glowing Co. February 2014 - July 2015
Glowing Co. July 2013 - February 2014
FeelingAnxious PR September 2012 - December 2012
Net-Texts, Inc. December 2010 - August 2011
The Marist Institute for Public Opinion January 2010 - February 2011
Skills
Public Relations, Social Media, Research, Facebook, Press Releases, Editing, Microsoft Word, Microsoft Excel, Microsoft Office, Media Relations, Leadership, Manage Client..., Brand Development, Social Networking, Pitching Media, Content Writing, Time Management, Event Planning, Public Speaking, PowerPoint, Blogging
Education
Marist College 2009 — 2013
Bachelor of Arts in Communication, Public Relations and Organizational Communication, Magna Cum Laude
Ridgewood High School 2005 — 2009
High School Diploma
Richard Will McClintock III's Lebenthal Wealth Advisors Experience May 2015 - Present
Job Intern at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors May 2015 - Present
AXA Advisors September 2014 - December 2014
CapTrust Advisors, LLC June 2014 - August 2014
Skills
Teamwork, Team Leadership, Bloomberg Terminal, Morningstar, Economics, CAPM, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, English, Social Networking, Statistics, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Science, Applied Accounting & Finance
Jesuit High School of Tampa 2009 — 2013
Lebenthal Wealth Advisors May 2015 - Present
AXA Advisors September 2014 - December 2014
CapTrust Advisors, LLC June 2014 - August 2014
Skills
Teamwork, Team Leadership, Bloomberg Terminal, Morningstar, Economics, CAPM, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, English, Social Networking, Statistics, Leadership
Education
Fordham University 2013 — 2017
Bachelor of Science, Applied Accounting & Finance
Jesuit High School of Tampa 2009 — 2013
William Patterson William Patterson's Lebenthal Wealth Advisors Experience August 2014 - Present
Job Managing Director at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors August 2014 - Present
BNY Mellon April 2011 - August 2014
Deutsche Bank June 2006 - April 2011
Skills
Wealth Management, Relationship Management, New Business Development, Asset Management, Multi-generational..., Estate Planning, Client Development, Customer Experience, Peer Mentoring, Communication, Private Banking, Fixed Income, Financial Analysis, Investment Management, Financial Planning, Capital Markets
Education
NYU Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Economics, Finance, & Business Management
Bucknell University 2002 — 2006
Bachelor of Arts (B.A.), History & English
The Peddie School 1998 — 2002
Diploma (boarding school), Liberal Arts, N.A.
Lebenthal Wealth Advisors August 2014 - Present
BNY Mellon April 2011 - August 2014
Deutsche Bank June 2006 - April 2011
Skills
Wealth Management, Relationship Management, New Business Development, Asset Management, Multi-generational..., Estate Planning, Client Development, Customer Experience, Peer Mentoring, Communication, Private Banking, Fixed Income, Financial Analysis, Investment Management, Financial Planning, Capital Markets
Education
NYU Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Economics, Finance, & Business Management
Bucknell University 2002 — 2006
Bachelor of Arts (B.A.), History & English
The Peddie School 1998 — 2002
Diploma (boarding school), Liberal Arts, N.A.
John Basilici's Lebenthal Wealth Advisors Experience June 2014 - August 2014
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Lebenthal Wealth Advisors June 2014 - August 2014
NATO May 2012 - August 2012
Skills
Financial Analysis, Research, Database Administration, Security Clearance, International Relations, National Security, Foreign Policy, Defense
Education
Eastern University 2011 — 2015
Bachelor's Degree, History, Minor in Finance
University of Oxford
Villanova University
Summer Business Institute 2013
Credit Suisse July 2015 - Present
Lebenthal Wealth Advisors June 2014 - August 2014
NATO May 2012 - August 2012
Skills
Financial Analysis, Research, Database Administration, Security Clearance, International Relations, National Security, Foreign Policy, Defense
Education
Eastern University 2011 — 2015
Bachelor's Degree, History, Minor in Finance
University of Oxford
Villanova University
Summer Business Institute 2013
James Reilly James Reilly's Lebenthal Wealth Advisors Experience October 2014 - Present
Job Product Manager at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors October 2014 - Present
MuniAxis Lebenthal, LLC July 2013 - October 2014
Lebenthal & Co., LLC August 2012 - June 2014
JPR Photography February 2009 - August 2013
Lebenthal & Co., LLC February 2011 - August 2012
Enterprise Rent-A-Car December 2009 - February 2011
Marist Office of Advancement January 2009 - September 2010
Dick's Sporting Goods April 2009 - December 2009
The Times Herald-Record April 2008 - December 2009
The Poughkeepsie Journal June 2009 - September 2009
Skills
Project Management, Project Planning, Product Management, Product Development, Management, Business Strategy, Editing, Photography, Series 7, Leadership, Sales, Microsoft Excel, Time Management, Fixed Income, Investments, Bonds, Customer Service, Photojournalism, Series 63, Interviews, Bloomberg Terminal, Series 52, Platform Development, Middle Office, Back Office, NetX360, Account Maintenance, FINRA, MSRB, Cost Reduction..., Sales Operations, ACATS, DTC, Wire Transfers, Compliance, KYC, AML, Client Relations Skills, Employee Training, Business Continuity..., Microsoft Word, Outlook Express, Image Editing, Digital Photography, Strategic Planning
Education
Marist College 2006 — 2008
Bachelor's Degree, Communications: Radio / TV / Film
Le Moyne College 2004 — 2006
Business Administration, Business Administration and Management, General
Don Bosco Prep 2000 — 2004
Lebenthal Wealth Advisors October 2014 - Present
MuniAxis Lebenthal, LLC July 2013 - October 2014
Lebenthal & Co., LLC August 2012 - June 2014
JPR Photography February 2009 - August 2013
Lebenthal & Co., LLC February 2011 - August 2012
Enterprise Rent-A-Car December 2009 - February 2011
Marist Office of Advancement January 2009 - September 2010
Dick's Sporting Goods April 2009 - December 2009
The Times Herald-Record April 2008 - December 2009
The Poughkeepsie Journal June 2009 - September 2009
Skills
Project Management, Project Planning, Product Management, Product Development, Management, Business Strategy, Editing, Photography, Series 7, Leadership, Sales, Microsoft Excel, Time Management, Fixed Income, Investments, Bonds, Customer Service, Photojournalism, Series 63, Interviews, Bloomberg Terminal, Series 52, Platform Development, Middle Office, Back Office, NetX360, Account Maintenance, FINRA, MSRB, Cost Reduction..., Sales Operations, ACATS, DTC, Wire Transfers, Compliance, KYC, AML, Client Relations Skills, Employee Training, Business Continuity..., Microsoft Word, Outlook Express, Image Editing, Digital Photography, Strategic Planning
Education
Marist College 2006 — 2008
Bachelor's Degree, Communications: Radio / TV / Film
Le Moyne College 2004 — 2006
Business Administration, Business Administration and Management, General
Don Bosco Prep 2000 — 2004
Andy Grillo Andy Grillo's Lebenthal Wealth Advisors Experience October 2013 - Present
Job President & COO at Lebenthal Wealth Advisors
Industry Financial Services
Experience
Lebenthal Wealth Advisors October 2013 - Present
EF Hutton Securities September 2012 - October 2013
MADISONLee Group January 2010 - September 2012
Smith Barney May 1995 - December 2009
Skills
Series 7, Series 63, Financial Analysis, Wealth Management, Alternative Investments, Series 65, Retirement Planning, Strategic Financial..., Financial Modeling, Asset Allocation, Business Performance..., Investment Management, Investment Strategies, Investment Advisory, Mutual Funds, Investments, Asset Management, Leadership, Logistics, Securities, Strategic Leadership, Thought Leadership, Financial Planning, Hedge Funds
Education
Syracuse University
Bachelor's Degree, BA; Psychology, Business
Lebenthal Wealth Advisors October 2013 - Present
EF Hutton Securities September 2012 - October 2013
MADISONLee Group January 2010 - September 2012
Smith Barney May 1995 - December 2009
Skills
Series 7, Series 63, Financial Analysis, Wealth Management, Alternative Investments, Series 65, Retirement Planning, Strategic Financial..., Financial Modeling, Asset Allocation, Business Performance..., Investment Management, Investment Strategies, Investment Advisory, Mutual Funds, Investments, Asset Management, Leadership, Logistics, Securities, Strategic Leadership, Thought Leadership, Financial Planning, Hedge Funds
Education
Syracuse University
Bachelor's Degree, BA; Psychology, Business
Cory Silverstein's Lebenthal Wealth Advisors Experience June 2013 - August 2013
Job Student at The George Washington University School of Business
Industry Financial Services
Experience
Levin Capital Strategies May 2015 - July 2015
Silverstein Properties, Inc. July 2014 - August 2014
Lebenthal Wealth Advisors June 2013 - August 2013
Silverstein Properties August 2012 - August 2012
Skills
Argus Modeling, Community Activist, Team Leadership, Interpersonal Skills, Microsoft Excel, Outlook, Microsoft Word, Visio, PowerPoint, Finacial Management, Corporate Policies, High Management Skills, Strong Problem Solver, Networking, Comparable Analysis
Education
The George Washington University - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Levin Capital Strategies May 2015 - July 2015
Silverstein Properties, Inc. July 2014 - August 2014
Lebenthal Wealth Advisors June 2013 - August 2013
Silverstein Properties August 2012 - August 2012
Skills
Argus Modeling, Community Activist, Team Leadership, Interpersonal Skills, Microsoft Excel, Outlook, Microsoft Word, Visio, PowerPoint, Finacial Management, Corporate Policies, High Management Skills, Strong Problem Solver, Networking, Comparable Analysis
Education
The George Washington University - School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services
William Collopy William Collopy's Lebenthal Wealth Advisors Experience May 2015 - Present
Job Student at Fairfield University
Industry Facilities Services
Experience
Lebenthal Wealth Advisors May 2015 - Present
Fairfield University September 2013 - Present
Vision Lacrosse June 2013 - August 2013
Vision Lacrosse June 2012 - August 2012
Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Facebook
Education
Fairfield University 2013 — 2017
Don Bosco Prep High School 2009 — 2013
Lebenthal Wealth Advisors May 2015 - Present
Fairfield University September 2013 - Present
Vision Lacrosse June 2013 - August 2013
Vision Lacrosse June 2012 - August 2012
Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Facebook
Education
Fairfield University 2013 — 2017
Don Bosco Prep High School 2009 — 2013
Annette L Hall's Lebenthal Wealth Advisors Experience December 2014 - Present
Job
Industry Investment Management
Experience
Lebenthal Wealth Advisors December 2014 - Present
Services for the UnderServed January 2013 - Present
YMCA of Greater New York January 2007 - Present
Skills
High Net Worth..., Strategic Financial..., Investment Management, Financial Analysis, Wealth Management..., Wealth Management, Private Banking, Estate Planning, Trust Services, Credit, Banking Services, Investment Advisory, Financial Services, Financial Planners, Investments, Asset Management, Asset Allocation, Retirement Planning, Investment Strategies, Relationship Management, Commercial Lending, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Financial Risk, Risk Management, Commercial Mortgages, Lines Of Credit, Insurance, Credit Risk, Financial Advisory, Private Equity, Small Business Lending, Fixed Income, Portfolio Management, Hedge Funds, Finance, Funding, Capital Markets, Asset Based Lending, Financial Planning
Education
University of Utah 1966 — 1970
Bachelor of Science
California State Polytechnic University-Pomona 1964 — 1966
Lebenthal Wealth Advisors December 2014 - Present
Services for the UnderServed January 2013 - Present
YMCA of Greater New York January 2007 - Present
Skills
High Net Worth..., Strategic Financial..., Investment Management, Financial Analysis, Wealth Management..., Wealth Management, Private Banking, Estate Planning, Trust Services, Credit, Banking Services, Investment Advisory, Financial Services, Financial Planners, Investments, Asset Management, Asset Allocation, Retirement Planning, Investment Strategies, Relationship Management, Commercial Lending, Mortgage Lending, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Financial Risk, Risk Management, Commercial Mortgages, Lines Of Credit, Insurance, Credit Risk, Financial Advisory, Private Equity, Small Business Lending, Fixed Income, Portfolio Management, Hedge Funds, Finance, Funding, Capital Markets, Asset Based Lending, Financial Planning
Education
University of Utah 1966 — 1970
Bachelor of Science
California State Polytechnic University-Pomona 1964 — 1966
Chris Adirente's Lebenthal Wealth Advisors Experience April 2010 - August 2010
Job Sales / Marketing and Strategy / Brand Management
Industry Wine and Spirits
Experience
A.L. Romano Wine Co. March 2012 - Present
Well Beyond 55 2014 - Present
Broker Village March 2006 - Present
Noble Bridge Wealth Management September 2010 - February 2012
Lebenthal Wealth Advisors April 2010 - August 2010
Crestline Investors, Inc. May 2008 - September 2009
AXA Advisors October 2000 - February 2006
Prudential Financial September 1993 - September 2000
Skills
Portfolio Management, Wine Tasting, Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Management, Financial Services, Due Diligence, Retirement Planning, Securities, Hedge Funds, Investment Advisory, Risk Management, Investment Banking, Alternative Investments, Mutual Funds, Equities, Asset Management
Education
Bentley University
Bachelor's Degree, Economics/Finance
A.L. Romano Wine Co. March 2012 - Present
Well Beyond 55 2014 - Present
Broker Village March 2006 - Present
Noble Bridge Wealth Management September 2010 - February 2012
Lebenthal Wealth Advisors April 2010 - August 2010
Crestline Investors, Inc. May 2008 - September 2009
AXA Advisors October 2000 - February 2006
Prudential Financial September 1993 - September 2000
Skills
Portfolio Management, Wine Tasting, Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Management, Financial Services, Due Diligence, Retirement Planning, Securities, Hedge Funds, Investment Advisory, Risk Management, Investment Banking, Alternative Investments, Mutual Funds, Equities, Asset Management
Education
Bentley University
Bachelor's Degree, Economics/Finance
Myles Blechner's Lebenthal Wealth Advisors 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
Ronald Deutsch, CFA's Lebenthal Wealth Advisors Experience February 2015 - Present
Job Managing Director Lebenthal Asset Management
Industry Investment Management
Experience
Lebenthal Wealth Advisors February 2015 - Present
Sage Capital Management February 2007 - October 2014
BNP Paribas November 2000 - September 2003
Bear Stearns January 1993 - September 2000
Skills
Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, Fixed Income, Private Equity, Investments, Bloomberg, Investment Strategies, Securities, Trading
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, FINANCE
Binghamton University - School of Management 1975 — 1979
BS, ACCOUNTING
Lebenthal Wealth Advisors February 2015 - Present
Sage Capital Management February 2007 - October 2014
BNP Paribas November 2000 - September 2003
Bear Stearns January 1993 - September 2000
Skills
Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, Fixed Income, Private Equity, Investments, Bloomberg, Investment Strategies, Securities, Trading
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, FINANCE
Binghamton University - School of Management 1975 — 1979
BS, ACCOUNTING
Rick DeCicco's Lebenthal Wealth Advisors Experience September 2014 - Present
Job Vice President at Lebenthal Wealth Advisors
Industry Investment Management
Experience
Lebenthal Wealth Advisors September 2014 - Present
BNY Mellon Wealth Management October 2013 - September 2014
BNY Mellon Wealth Management June 2011 - October 2013
BNY Mellon Asset Management June 2010 - August 2010
ETX Capital 2009 - 2009
Skills
Equity Derivatives, Bloomberg, Risk Management, Portfolio Management, Equity Research, Equities, Trading, Mutual Funds, Fixed Income, Accounting, Bloomberg Terminal, Investments, Investment Advisory, Asset Management
Education
Marist College
BS, Business Administration, Finance
Imperial College London
International Business
New York University
SCPS, Portfolio Management
Lebenthal Wealth Advisors September 2014 - Present
BNY Mellon Wealth Management October 2013 - September 2014
BNY Mellon Wealth Management June 2011 - October 2013
BNY Mellon Asset Management June 2010 - August 2010
ETX Capital 2009 - 2009
Skills
Equity Derivatives, Bloomberg, Risk Management, Portfolio Management, Equity Research, Equities, Trading, Mutual Funds, Fixed Income, Accounting, Bloomberg Terminal, Investments, Investment Advisory, Asset Management
Education
Marist College
BS, Business Administration, Finance
Imperial College London
International Business
New York University
SCPS, Portfolio Management
Thomas Fink's Lebenthal Wealth Advisors Experience June 2014 - May 2015
Job Finance Student at Fordham University
Industry Financial Services
Experience
BlackRock May 2015 - July 2015
Lebenthal Wealth Advisors June 2014 - May 2015
Rockport June 2010 - August 2012
Self Employed January 2010 - August 2012
Skills
Public Speaking, Communication, Teamwork, Research, Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, Real Estate, Sales
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance, 3.7
Regis High School 2008 — 2012
BlackRock May 2015 - July 2015
Lebenthal Wealth Advisors June 2014 - May 2015
Rockport June 2010 - August 2012
Self Employed January 2010 - August 2012
Skills
Public Speaking, Communication, Teamwork, Research, Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, Real Estate, Sales
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance, 3.7
Regis High School 2008 — 2012