Profile
James Beymer Lebenthal served as the Chief Executive Officer of Lebenthal Asset Management LLC from 2008 to 2017.
Prior to that, he was a Partner at Levy, Harkins & Co., Inc. and a Principal at Goldman Sachs & Co. LLC.
He also served as the Chief Investment Officer at Lebenthal Wealth Advisors LLC.
Lebenthal received his undergraduate degree from Princeton University in 1990 and his MBA from The Wharton School of the University of Pennsylvania in 1999.
Former positions of Jimmy Lebenthal
Companies | Position | End |
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Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Chief Executive Officer | 2017-06-06 |
Lebenthal Wealth Advisors LLC
Lebenthal Wealth Advisors LLC Investment ManagersFinance Lebenthal Wealth Advisors LLC (LWA) is an asset management firm headquartered in New York City. The firm is a subsidiary of Lebenthal Holdings LLC, ultimately held by South Street Securities Holdings, Inc. LWA provides investment advisory services to high-net worth individuals, pensions, profit sharing, and other employee benefit plans (such as state or municipal plans), trusts, estates, charitable organizations and institutions such as foundations and endowments, corporations, and business entities. | Chief Investment Officer | 2016-12-30 |
Levy, Harkins & Co., Inc.
Levy, Harkins & Co., Inc. Investment ManagersFinance Formed in 1979, Levy, Harkins & Co., Inc. (LHC) is a registered investment advisor located in New York City. The firm manages a hedge fund as well as separate accounts. | Analyst-Equity | 2006-12-30 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Training of Jimmy Lebenthal
Princeton University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Levy, Harkins & Co., Inc.
Levy, Harkins & Co., Inc. Investment ManagersFinance Formed in 1979, Levy, Harkins & Co., Inc. (LHC) is a registered investment advisor located in New York City. The firm manages a hedge fund as well as separate accounts. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Finance |
Lebenthal Wealth Advisors LLC
Lebenthal Wealth Advisors LLC Investment ManagersFinance Lebenthal Wealth Advisors LLC (LWA) is an asset management firm headquartered in New York City. The firm is a subsidiary of Lebenthal Holdings LLC, ultimately held by South Street Securities Holdings, Inc. LWA provides investment advisory services to high-net worth individuals, pensions, profit sharing, and other employee benefit plans (such as state or municipal plans), trusts, estates, charitable organizations and institutions such as foundations and endowments, corporations, and business entities. | Finance |
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