Lebenthal Global Advisors, Llc
We’ll put our decades of financial knowledge to work to build a practical plan and investment portfolio for you, with the goal of making the most of your hard work – just as we have for the many families and individuals we’ve had the privilege of serving over the years. What we find most fulfilling, in addition to helping people pursue their cherished goals, are the strong bonds of friendship we’ve built along the way. It’s not uncommon for our clients to think of us as part of their family, and for us to consider us part of ours.
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Verified contacts
9
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
76
organic / mo
Sign up free to see all 9 verified contacts at Lebenthal Global Advisors, Llc
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- JS
Jonathan Schott
Junior Financial Advisor · Finance & Accounting
EmailPhone - PT
Philip Tavella
Financial Advisor · Finance & Accounting
EmailPhone - NC
Nicholas Cappello
Wealth Asset Managment · Other
EmailPhone - TB
Tracy Byrnes
Vice President, Women and Investing · Other
EmailPhone - BG
Bridget Gipson
Associate Portfolio Manager · Finance & Accounting
EmailPhone - CS
Claudia Stern
Financial Advisor · Finance & Accounting
EmailPhone - JT
Jeffrey Tews
Investment Advisor · Finance & Accounting
EmailPhone - JD
Joseph Dipierro
Investment Advisor Representative · Finance & Accounting
EmailPhone - SY
Scott Youngberg
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 9 verified contacts
Top roles at Lebenthal Global Advisors, Llc
7 distinct titles indexed · top 7 shown.
- 3financial advisor
- 1associate portfolio manager
- 1investment advisor
- 1investment advisor representative
- 1junior financial advisor
- 1vice president, women and investing
- 1wealth asset managment
Sign up to unlock all 9 contacts at Lebenthal Global Advisors, Llc
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