What We Do

We offer a robust platform that is driven by three main businesses—asset management, wealth management and capital markets. Built for individual, institutional and corporate clients who seek a paradigm in financial services, Lebenthal offers products and services for the market and investment challenges of the 21st Century.

Whether it is managing equity or fixed income portfolios, providing wealth advisory services and products for high net worth individuals and institutions, or conducting underwriting and capital markets activities, we work closely with our clients to understand their goals and risk tolerances.

What We Stand For

The simple and straightforward ethical rudder that guides our every decision, our every interaction, can literally be found on every desk in our offices: “The good of the client isn’t just important. It’s everything.”

The Lebenthal Difference

Passion. Commitment. Experience. That is the Lebenthal difference. Unique among financial institutions, Lebenthal is a full-service boutique offering high-touch attention and a wide range of products and services in wealth management, asset management and capital markets. Lebenthal is independent, experienced and focused on the financial success of its clients.

Key Facts


year history of client service


woman-owned firm in the nation in corporate debt & equity underwriting


generations of commitment to outstanding client service