Back then, serving the needs of the client not only came first, they were the foundation upon which the company was built. It is no different in today’s Lebenthal. The client-first culture has been handed down and disseminated through the third generation of Lebenthals, and expanded to include the wider range of constituencies and communities that connect with modern financial services firms. This philosophy informs the way we conduct ourselves and is codified in a comprehensive code of ethics and a strong culture of compliance and regulatory oversight that seeks to protect and preserve the interests of clients.
These aren’t just empty words. Take it from the matriarch and founder of Lebenthal’s legacy, Sayra Lebenthal, who sent out this letter to clients in Lebenthal’s 47th year: