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James Lebenthal, CFA

Partner & Chief Equity Strategist

Park Avenue

Client Advisory

Biography

Jim is the firm’s Chief Equity 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.

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

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James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: May 2025 Economic & Market Outlook

Partner and Chief Equity Strategist Jim Lebenthal explores how Trump’s “Liberation Day” tariffs may continue to play out in the markets and their impact on the economy.  

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains

Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

Request an Introduction to James Lebenthal

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Upcoming Webinar

Recession Risks, Tariffs, and Where Opportunity Remains

Where’s the economy headed? How might tariffs impact the markets? And where could there still be opportunity—even in a downturn? Partner and Chief Equity Strategist Jim Lebenthal interviews Apollo Global Management Partner and Chief Economist Torsten Slok about his views on the economy and market outlook.

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Here are some valuable insights to read before your meeting

Shannon Jenkins

Partner

Business Owner Advisory

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.