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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.

Learn more about my practice.

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 Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like the Persian Gulf conflict, rising oil prices, and weak consumer sentiment. Strong corporate earnings growth and solid GDP growth are the primary drivers of the market rally and a resilient labor market, along with the potential for easing oil prices, explains why the outlook may be better than headlines imply.

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also explains how strong earnings growth expectations support the markets and his belief that global energy dependence on the Persian Gulf will diminish over the coming years.

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q2 2026 Market & Economic Outlook

Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie ahead for the remainder of the year. This quarter’s market update explores the impact of AI on the economy, the conflict in the Middle East and broader geopolitical tensions, and the evolving discussion around private credit.

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Here are some valuable insights to read before your meeting

Incentive Stock Options

Own Stock in a Company Undergoing an IPO? Here’s Answers to FAQs

May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open

April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…

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