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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By clicking “Submit”, 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.