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James Lebenthal

James Lebenthal, CFA

Partner & Chief Market Strategist

Park Avenue

Client Advisory

Biography

Jim is the firm’s Chief Market Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC.

Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he developed, advised, and served client relationships. Prior to joining Lebenthal Asset Management in 2007, he was a financial advisor for Goldman Sachs and a partner of investment firm Levy Harkins.

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Education

  • B.A. in Molecular Biology from Princeton University
  • MBA from The Wharton School of Business

Highlights

  • Chartered Financial Analyst®
  • Chairman of the Board of Trustees of Mizzentop Day School
  • Director of the Akin Hall Historical Association
  • Former Lieutenant in the United States Navy, where he was awarded 2 Navy Commendation Medals and 4 Navy Achievement Medals
  • Former nuclear submarine engineer in the United States Navy

Latest Insights

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and thoughts on early 2027. This market update examines the risk-versus-reward balance, what was on our minds in at the beginning of 2026, and emerging topics such as higher Treasury yields, the upcoming 2026 midterm elections, and more.

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain firmly in place.

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: September 2026 Economic and Market Outlook

Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year based on three pillars: good economic growth, stable labor markets, and strong profit growth.

View All of James's Insights

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.