President

Michael Hartzman is a Certified Financial Planner® and President of Lebenthal Financial Services, Inc., where he helps individuals, families, and businesses achieve financial security and preserve their legacies. He specializes in tax, retirement, estate, and risk management strategies, focusing on building trusted, long-term relationships.

Michael began his career in 1992 with Milton Koenigsberg, later serving as COO of Northeast Securities and co-founding Koenigsberg Hartzman. He founded Bristol Financial Services, Inc. in 2006, which became Lebenthal Financial Services, and in 2010 established Bristol Asset Management. He co-hosts The Lebenthal Report podcast.

For Michael, financial planning is not just a career—it’s a calling, grounded in knowledge, integrity, and compassion.

Chief Compliance Officer | Chief Operating Officer

Randi, a seasoned professional in the financial industry, serves as Chief Compliance Officer and Chief Operating Officer at Lebenthal Financial Services, Inc. Since 1996, she has been an integral part of the company, formally joining the Bristol Financial Services team in 2002. In her current position, Randi plays a pivotal role in ensuring Lebenthal's strict compliance with FINRA and SEC regulations and manages all office activities. Her commitment to excellence and extensive experience make her a key asset in maintaining the organization's operational efficiency while navigating the complexities of financial regulatory compliance.

Controller

Donna’s career with Lebenthal Financial Services, Inc. and Bristol Financial Services began with the firm’s founding partner, Milton Koenigsberg, in 1984. Serving as Lebenthal Financial’s controller, Donna’s responsibilities include the preparation of budgets, along with the careful maintenance of ledgers and accounting processes. Nearly four decades of dedicated service is a testament to Donna’s commitment to ensuring Lebenthal’s financial operations and her commitment to maintaining fiscal integrity.

Financial Services Representative | Insurance Broker

Amanda, an accomplished professional in the financial services industry, joined Lebenthal Financial Services, Inc. in 2015, advancing from an Operations Associate to a Registered Representative. Successfully passing the Series 99, 66, and 7 exams, Amanda is also a dedicated NYS Life Insurance Broker. As a hybrid employee, she balances her career with her role as a mother to two daughters. Amanda is committed to providing personalized financial solutions, understanding the unique goals and concerns of her clients. Beyond managing finances, she collaborates closely with clients by focusing on building lasting connections and offering tailored guidance for a successful financial journey.

Client Relations Manager | Financial Services Representative

Scott assumed the role of Investment Advisor Representative at Lebenthal Financial Services, Inc. in 2021. From July 2017 to October 2021, he was with Lebenthal Global Advisors, LLC. in Hauppauge, New York. Recognized for his innovative strategies, Scott played a pivotal role in reducing marketing campaign costs by over 75%, underscoring his dedication to enhancing efficiency and maximizing Return On Investment (ROI) for the organizations he serves. Armed with a Bachelor of Science degree in Business Management and Marketing from Long Island University, and his previous entrepreneurial endeavors, Scott demonstrated acumen, seamlessly integrating academic knowledge with practical expertise.

Financial Services Representative

Frank joined Lebenthal Financial Services, Inc. in 2013, bringing with him extensive experience from years of successfully managing a family-owned business. As a dedicated financial professional, Frank excels in assisting both individuals and businesses in achieving their long-term financial objectives. His areas of expertise encompass investment planning, retirement planning, life insurance, long-term care insurance planning, succession planning, and providing support with estate planning matters. Frank's comprehensive skill set and commitment to his clients make him a valuable asset in navigating and optimizing various aspects of financial planning.

Director of Financial Planning | Financial Services Representative

Andrew joined Lebenthal in June 2025 as the Director of Financial Planning, bringing with him a strong background in financial planning, investment strategy, and client advisory services. In his current role, he will be working closely with clients to develop tailored strategies that align with their long-term financial goals. Before joining Lebenthal, Andrew served as a Client Advisor at Northern Trust Wealth Management, where he advised individuals and families on comprehensive investment, retirement, and estate planning strategies. He began his career at Fiduciary Trust International, a globally recognized trust company, where he supported client portfolios and planning needs. 

Andrew is a Certified Financial Planner®, a designation he earned in August 2021. In addition, he also holds the Certified Investment Management Analyst® credential, which he obtained in January 2022. He is a graduate of Molloy University, where he earned a Bachelor of Science in Finance in 2017.

Assistant | Mutual Funds | Annuities

Diane is an experienced Sales Assistant specializing in Mutual Funds and Annuities, bringing over two decades of invaluable industry knowledge to Lebenthal Financial service, Inc. since 2012. With a profound understanding of the intricacies of the financial sector, she adeptly navigates clients through the operational facets of the investment process, ensuring a smooth and efficient experience. Beyond facilitating the initial investment, Diane is dedicated to managing and addressing any future service requirements. Her commitment to excellence and her expertise makes her an indispensable asset in the realm of mutual funds and annuities.

Senior Licensing Manager

Cynthia Bianchi, joined the firm in 2007, bringing her experience in compliance in FINRA licensing and regulatory protocols. As a dedicated contributor, Cynthia takes charge of onboarding new registered representatives, overseeing rep appointments, selling agreements with mutual Fund and Insurance companies as well as  insurance licensing for both the firm and individuals. Collaborating closely with the Chief Compliance Officer (CCO), Cynthia plays a vital role in MSRB filings and annual reports, ensuring documentation and upkeep of regulatory and registration files. Simultaneously, in her part-time capacity, Cynthia thrives in her role as a soccer/baseball mom, demonstrating a commitment to both her professional and personal pursuits. 

Operations Specialist

Lisa is an Operations Specialist, handling the brokerage side with Raymond James, assisting with all aspects of account maintenance, asset transfers, distributions, and deposits, etc. She is team-oriented, proactive, and efficient, with approximately thirty plus years in this field, and five years in the commissions department within this industry. She also has her Series 99 License. She is a mother of two children and enjoys spending time with her family and taking care of her Vizsla dog.

Operations Liason

Liza, currently an administrative and operations liaison at Lebenthal Financial Services, brings over twenty years of experience in office management. Previously, she served as a senior paralegal and administrative assistant in a prominent New York Patent and Trademark law firm, handling litigation and patent prosecution. Liza used to teach pre-K through 2nd grade students while managing family responsibilities. She holds a B.S. in Early Childhood Education and a Minor in Psychology from Long Island University.

Creative Content Manager

Larissa currently serves as the Content Manager for The Lebenthal Report Podcast, seamlessly combining her expertise in graphics management with content strategy. With a background in Visual Presentation Design and Production Management, she brings over a decade of experience collaborating with major retailers nationwide. At Lebenthal, Larissa excels in sourcing guests for the podcast, creating social media graphics, managing The Lebenthal Store, and producing printed materials for events or office use. 

Social Media Manager | Special Projects

Angela splits her time between freelancing as a photographer and working at Lebenthal part-time. She manages our social media accounts and is also responsible for designing forms, creating email campaigns, and working on various special projects.