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Who will invest and run your family's wealth the way a CFO would run a successful business?
“I will,”...And she did!
Both the advisory and family office subsidiaries of Alexandra & James, LLC are run by Senior Managing Director Michelle Smith, long established authority on "money in motion." For 22 years, as a financial planner and advisor at Merrill Lynch, Wachovia, and now Alexandra and James, Michelle has helped the well-off plan their finances for life's changing fortunes, growing out of divorce, retirement, sale of business, inheritance, etc.
She is joined by fellow advisors, James B. Lebenthal, President, Lebenthal Equity Asset Management, Gregory W. Serbe, President, Municipal Asset Management, and by Corinne Smith, 30-year veteran of wealth management, and the senior half of the mother-daughter team of Corinne and Michelle.
On the left are ten different Michelle-packed minutes on just how Alexandra & James can serve the needs of the affluent who have neither the time nor resources to fully manage their finances, investment portfolios, bank accounts, school tuitions, 529 plans, health insurance payments, charitible contributions, and just plain paying of monthly bills.
For more from James B. Lebenthal, Gregory Serbe and Corinne Smith, please click below.
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