Jim Lebenthal

Formal First Name

James (Jim)

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Location

Jim Lebenthal is Partner and Chief Equity Strategist at Cerity Partners, an independent financial advisory firm based in New York City. He is responsible for managing U.S. equity portfolios as well as advising clients on asset allocation and financial market conditions. He also contributes to the firm’s investment outlook as a member of its Investment Committee. Lebenthal has been managing investment portfolios for more than 25 years.

Strategies

Terms

	Portfolio Management
	Wealth Management

CURRENT APPOINTMENTS

CAREER

Lebenthal served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management, where he developed, advised, and served client relationships. He also oversaw the economic and market outlook for clients firm-wide.
He was an investment professional at Goldman Sachs in the Private Wealth Management division.
He is a Chartered Financial Analyst.

NAVY

Lebenthal is a veteran of the US Navy.
He was a Lieutenant, qualifying as a nuclear submarine engineer.
During his tenure, he was awarded 2 Navy Commendation Medals and 4 Navy Achievement Medals.

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