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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

Latest Insights

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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.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

April 2025 Economic & Market Outlook

Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility, tariffs, and DOGE layoffs in the context of broader economic fundamentals.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

On Recent Market Volatility: It’s a Supertanker, Not a Jet-Ski

Recent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet ski—it doesn’t turn on a dime. While GDP forecasts have fluctuated and equity markets have seen declines, key fundamentals such as employment and corporate profits remain solid. Discover why staying the course is often the best strategy in times of uncertainty.

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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

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds This Week?

Despite a rare simultaneous sell-off in U.S. Treasuries, U.S. stocks, and the U.S. dollar that is raising fears of capital flight from dollar-denominated assets toward…
Behavioral Finance

Don’t Panic About the Election! (Do This Instead)

Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

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.