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January 05, 2016

LEBENTHAL ASSET MANAGEMENT ACQUIRES GRIFFIN ASSET MANAGEMENT

Equity Manager Griffin Continues Growth of Firm’s Assets Under Management

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September 21, 2015

LEBENTHAL ANNOUNCES MANAGEMENT CHANGES

Barbara Yastine named Co-CEO of holding company; Alexandra Lebenthal named Co-CEO of holding company and head of Lebenthal Wealth Advisors.

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August 01, 2015

LEBENTHAL ASSET MANAGEMENT EXPANDS PORTFOLIO MANAGEMENT TEAM;

Barbara Doran joins broad roster of investment specialists and strategies; addition continues execution of growth strategy of Lebenthal.

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April 30, 2015

LEBENTHAL WEALTH ADVISORS JOINED BY VETERAN PORTFOLIO MANAGER WILLIAM JOSEPH

Joseph will continue to advise institutional and individual clients; expansion continues Lebenthal’s Growth Strategy

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February 17, 2015

LEBENTHAL ASSET MANAGEMENT EXPANDS PORTFOLIO MANAGEMENT TEAM

Michael Jamison to focus on equities; addition continues execution of growth strategy of Lebenthal

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February 12, 2015

LEBENTHAL ASSET MANAGEMENT EXPANDS BUSINESS DEVELOPMENT TEAM

August Wolf to focus on asset management opportunities; addition continues execution of growth strategy of Lebenthal.

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January 16, 2015

LEBENTHAL WEALTH ADVISORS’ EXPANSION CONTINUES.

Veteran advisor and branch manager William Burke joins to run Lebenthal’s first Michigan office

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December 09, 2014

LEBENTHAL WEALTH ADVISORS ADDS NEW TEAM LED BY KEY BANK WEALTH ADVISOR ANNETTE HALL

Expansion is latest in Lebenthal’s Growth Strategy

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December 08, 2014

LEBENTHAL ASSET MANAGEMENT ACQUIRES ATLANTA-BASED AURORA INVESTMENT COUNSEL63

Acquisition adds $250 million to the firm’s total asset under management.

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November 03, 2014

LEBENTHAL WEALTH ADVISORS CONTINUES TO GROW ITS INDEPENDENT ADVISOR MODEL ESTABLISHING AN OFFICE IN NORTH DAKOTA

Clay Skurdal heads new office targeted to economically vibrant region, with local advisors Brent Lee and Brion Norby

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September 17, 2014

LEBENTHAL WEALTH ADVISORS LAUNCHES “SAYRA” MAGAZINE, FIRST PUBLICATION DEDICATED TO FEMALE FINANCIAL ADVISORS

First issue includes one-on-one interview with Fox Business’ Maria Bartiromo

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August 04, 2014

LEBENTHAL WEALTH ADVISORS GAINS MOMENTUM IN BUILDING NEXT GENERATION WEALTH MANAGEMENT UNIT

Recruiting advisors who managed $600 million at BNY Mellon

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March 25, 2014

LEBENTHAL WEALTH ADVISORS ACCELERATES NEW YORK EXPANSION ADDING $1.2 BILLION GALLAWAY STERN TEAM

NEW YORK, NY, March 25, 2014—Lebenthal Wealth Advisors (Lebenthal), a private division of Lebenthal Holdings, LLC that offers clients advice from the high caliber wealth advisors, announced today that the Gallaway Stern Group has joined the firm.

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February 06, 2014

LEBENTHAL WEALTH ADVISORS ACQUIRES HECKMAN GLOBAL ADVISORS

Acquisition to Empower Lebenthal Wealth Advisors with Top-Notch Research and Execution Capabilities

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November 13, 2013

ALEXANDRA LEBENTHAL, PRESIDENT & CEO OF LEBENTHAL HOLDINGS, LLC TO RECEIVE 2013 OUTSTANDING CEO AWARD

NEW YORK, NY, November 13, 2013— Lebenthal Holdings, LLC announced today that Alexandra Lebenthal, the firm’s President and CEO, will be one of the two recipients of the Linkage’s Women in Leadership Institute™ 2013 Outstanding CEO Award.

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