Lebenthal Asset Management

Transcription

1 Firm: Lebenthal Asset Management Lebenthal Asset Management Evaluator Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Under Armour Growth Tops Nike, Heightening Athletic Apparel's Allure Must Read: 10 Stocks Billionaire John Paulson Loves Investors continue to bet on the rebound in consumer spending, Joseph Terranova, senior managing director at Virtus Investment Partners, said on CNBC's "Fast Money Halftime" show. Health care is also... The Street April 13, 2015 inappropriate or irrelevant content What would you ask market-beating investor? The CIO of Lebenthal Asset Management is up 9.5 percent this year in the model portfolio, compared to a 1.4 percent gain by the S&P 500. Timely value bets in Citigroup (NYSE: C), GM (NYSE: GM)and IBM (NYSE: IBM), which he still holds, have been responsible... Yahoo Finance April 7, 2015 inappropriate or irrelevant content Lebenthal Asset Management buys 48% stake in AH Lisanti Capital Growth Lebenthal Asset Management acquired a 48% stake in New York-based woman-owned money manager AH Lisanti Capital Growth, said Lebenthal spokesman Claudio Pannunzio. Financial terms of the deal, which closed on Monday, were not disclosed. In addition to this... Pensions & Investments March 6, 2015 inappropriate or irrelevant content

2 Lebenthal Asset Management Expands Business Development Team August Wolf has joined Lebenthal Asset Management, where he will focus on business development and asset management marketing. During his 20 year career, Wolf has worked in a variety of capacities in fixed-income business management, institutional sales... Financial Advisor Magazine February 13, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Senior Executive Team- Lee Pease and Mark Kennard to Lead Institutional Asset Management Lebenthal Asset Management ( LAM ), the asset management division of Lebenthal Holdings, LLC, announced today that industry veterans Lee Pease and Mark Kennard have joined the company. They will report to James B. Lebenthal, CEO of Lebenthal Asset... Virtual-Strategy Magazine February 2, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Business Development Team August Wolf to Focus on Asset Management Opportunities Lebenthal Asset Management ( LAM ), the asset management division of Lebenthal Holdings, LLC, announced today that August Wolf has joined the company, where he will have a broad portfolio of responsibilities focusing on business development and asset... Busbyway February 12, 2015 inappropriate or irrelevant content Themes that will dominate the market in 2015 Steve Weiss, founder of Short Hills Capital Partners, expects an increase in volatility too. Weiss also expects health care will see continued strong performance in Is was the second-best performing sector least year, behind utilities.

3 CNBC January 2, 2015 inappropriate or irrelevant content Lebenthal Asset Management Acquires Interest in Woman-Owned AH Lisanti Capital Growth--Company to Be Renamed Lebenthal Lisanti Capital Growth Lebenthal Asset Management [LAM], the asset management division of Lebenthal Holdings, LLC, announced today that it has acquired a minority stake in AH Lisanti Capital Growth, LLC, a New York-based woman-owned SEC-registered investment advisor... NBC Right Now March 2, 2015 inappropriate or irrelevant content Lebenthal Asset Management Acquires Atlanta-Based Aurora Investment Counsel NEW YORK, N.Y., Dec 08, 2014 (GLOBE NEWSWIRE via COMTEX) -- via PRWEB - Lebenthal Asset Management, the asset management division of Lebenthal Holdings, LLC, announced today the acquisition of Atlanta-based Aurora Investment Counsel, an SEC-registered... Market Watch December 8, 2014 inappropriate or irrelevant content Top trader bets on JC Penney rebound again So far in 2015, the chief investment officer at Lebenthal Asset Management is up 12 percent in his model portfolio, compared with a 1 percent return for the S&P 500. Part of those gains were because of Penney, which was one of the investor's top picks at... Big News Network June 9, 2015 inappropriate or irrelevant content May Auto Sales Strong, But Payrolls, Greece Loom for Stocks

4 "It's very bullish for the economy" to see light truck sales come in so strong, Jim Lebenthal, president of Lebenthal Asset Management, said on CNBC's "Fast Money Halftime." Strong sales of light trucks could suggest that there is an increase in... The Street June 2, 2015 inappropriate or irrelevant content Lebenthal Asset Management Acquires Interest in Woman-Owned AH Lisanti Capital Growth--Company to Be Renamed Lebenthal Lisanti Capital Growth NEW YORK, N.Y., March 2, 2015 (GLOBE NEWSWIRE) -- via PRWEB - Lebenthal Asset Management [LAM], the asset management division of Lebenthal Holdings, LLC, announced today that it has acquired a minority stake in AH Lisanti Capital Growth, LLC, a New York... Yahoo Finance March 2, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Portfolio Management Team Michael Jamison has joined Lebenthal Asset Management as a portfolio manager. He will focus on income-oriented equity strategies, including covered-call writing. Most recently, Jamison was a managing director and member of the investment policy committee... Financial Advisor Magazine February 16, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Business Development Team August Wolf to Focus on Asset Management Opportunities Lebenthal Asset Management ("LAM"), the asset management division of Lebenthal Holdings, LLC, announced today that August Wolf has joined the company, where he will have a broad portfolio of responsibilities focusing on business development and asset... Benzinga February 12, 2015 inappropriate or irrelevant content

5 Time to Ditch Apple Inc. (AAPL) and Get Into Energy Stocks? I think over the next couple of weeks I m going to get more out of the energy names, Terranova said. Jim Lebenthal of Lebenthal Asset Management seconded Joe s opinion on the show and said Joe was perhaps being nimble but that was what he had to do. INSIDER MONKEY February 27, 2015 inappropriate or irrelevant content Nike Can Run Long Term; Stock-Market Bubble May Be Brewing He likes Nike, a company that has strong earnings growth and is doing well internationally. Jim Lebenthal, president of Lebenthal Asset Management, also likes the stock, but said he would wait for shares to drop to $95 to $100 before getting long. The Street June 26, 2015 inappropriate or irrelevant content Around the World: A Look at U.S. Stocks, China's Pullback and Greece While that may be a bullish sign, Jim Lebenthal, president of Lebenthal Asset Management, said, "I'm not sure" the S&P 500 is going to break out to new highs. The market is rallying after a recent pullback, which makes the gains less impressive. Finanzen June 19, 2015 inappropriate or irrelevant content Defining Who's Rich Genworth shares fell 6.6 percent following the announcement. Women Sticking Together Lebenthal Asset Management and Alexandra Lebenthal, CEO of Lebenthal Holdings, have acquired minority stakes in AH Lisanti Capital Growth, a woman-owned asset management firm. Wealth Management March 4, 2015

6 inappropriate or irrelevant content Lebenthal Asset Management Acquires Atlanta-Based Aurora Investment Counsel Lebenthal Asset Management, the asset management division of Lebenthal Holdings, LLC, announced today the acquisition of Atlanta-based Aurora Investment Counsel, an SEC-registered investment advisor. Terms of the transaction were not disclosed. Aurora... StreetInsider December 8, 2014 inappropriate or irrelevant content Qualcomm: Bull vs. bear Stacy Rasgon, Bernstein senior analyst and Jim Lebenthal, Lebenthal Asset Management, debate whether the situation at Qualcomm is deteriorating or if there is value there for investors. NBC News July 23, 2015 inappropriate or irrelevant content Don't Sell Qualcomm; Stick With Companies That Have Growth Jim Lebenthal, president of Lebenthal Asset Management, has a different view. Must Read: 10 Stocks Billionaire John Paulson Loves "I'll stick to my knitting -- I'm a value investor," he explained. Although momentum trades are working now, he said he's more... The Street July 23, 2015 inappropriate or irrelevant content 1 Reason To Own Qualcomm (Apart From Jana Partners Wish Coming True) might be considering breaking up its businesses something that activist hedge fund Jana Partners LLC has been pushing for long. Jim Lebenthal of Lebenthal Asset Management was on CNBC to discuss the reasons for owning Qualcomm's stock and whether... Benzinga

7 July 21, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Portfolio Management Team Ronald Deutsch to Focus on Taxable Fixed Income Lebenthal Asset Management ( LAM ), the asset management division of Lebenthal Holdings, LLC, announced today that industry veteran Ronald Deutsch CFA has joined the company. As a portfolio manager and wealth advisor, Mr. Deutsch will focus on taxable... University Chronicle February 24, 2015 inappropriate or irrelevant content Raymond James Nabs $2.6M Ex-RBC Team Raymond James (RJF) said Monday that it recruited a team from... It acquired McAdams Wright Ragen in Seattle, for instance, in 2014, which brought in 80-plus FAs. Lebenthal Asset Management says Lee Pease and Mark Kennard have joined the company. Think Advisor February 9, 2015 inappropriate or irrelevant content Themes that will dominate the market in 2015 Steve Weiss, founder of Short Hills Capital Partners, expects an increase in volatility too. Weiss also expects health care will see continued strong performance in Is was the second-best performing sector least year, behind utilities. CNBC January 2, 2015 inappropriate or irrelevant content ON THE MOVE-Lebenthal lands adviser, equity manager Key Private Bank did not immediately respond to a request for comment. On Monday, Lebenthal Asset Management announced it acquired Aurora Investment Counsel, an Atlanta-based equity

8 manager run by independent adviser David Yucius which oversees $ Yahoo Finance December 11, 2014 inappropriate or irrelevant content Lebenthal Asset Management Acquires Interest in Woman-Owned AH Lisanti Capital Growth--Company to Be Renamed Lebenthal Lisanti Capital Growth NEW YORK, N.Y., March 2, 2015 (GLOBE NEWSWIRE) -- via PRWEB - Lebenthal Asset Management [LAM], the asset management division of Lebenthal Holdings, LLC, announced today that it has acquired a minority stake in AH Lisanti Capital Growth, LLC, a New York... GlobeNewswire March 2, 2015 inappropriate or irrelevant content Top trader: Cisco is a value investor s dream The CEO of Lebenthal Asset Management is up more than 8 percent this year in his CNBC Pro trading contest model portfolio. Here's what Lebenthal sees and why he thinks the stock can rally further... CNBC October 23, 2015 inappropriate or irrelevant content Carl Icahn Forming Super PAC to Push Corporate Tax Reform Must Read: Carl Icahn Is Wrong: There's No Debt Crisis Looming Jim Lebenthal, president of Lebenthal Asset Management, admits he's far from an expert on the company, but by looking at Valeant's recent income statements and balance sheets, there doesn't... The Street October 21, 2015 inappropriate or irrelevant content Lebenthal Asset Management expands portfolio management team

9 Lebenthal Asset Management (LAM), the asset management division of Lebenthal Holdings, has appointed Barbara Doran as a portfolio manager. Doran will focus on large-cap growth equity strategies, joining a team that currently has capabilities in all-cap... Hedge Week August 20, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Senior Executive Team- Lee Pease and Mark Kennard to Lead Institutional Asset Management NEW YORK, N.Y., Feb 02, 2015 (GLOBE NEWSWIRE via COMTEX) -- via PRWEB - Lebenthal Asset Management ("LAM"), the asset management division of Lebenthal Holdings, LLC, announced today that industry veterans Lee Pease and Mark Kennard have joined the company. Market Watch February 2, 2015 inappropriate or irrelevant content Lebenthal Asset Management Expands Portfolio Management Team. Barbara Doran Joins Broad Roster of Investment Specialists and Strategies Lebenthal Asset Management, LLC ("LAM"), the asset management division of Lebenthal Holdings, LLC, announced today that industry veteran Barbara Doran has joined the company. As a portfolio manager, Ms. Doran will focus on large-cap growth equity... Benzinga August 19, 2015 inappropriate or irrelevant content Lebenthal Asset Management Acquires Atlanta-Based Aurora Investment Counsel NEW YORK, N.Y., Dec. 8, 2014 (GLOBE NEWSWIRE) -- via PRWEB - Lebenthal Asset Management, the asset management division of Lebenthal Holdings, LLC, announced today the acquisition of Atlanta-based Aurora Investment Counsel, an SEC-registered investment advisor. Reuters December 8, 2014

10 inappropriate or irrelevant content Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth Unit F. Hutton, First Allied Securities and Smith Barney Consulting.) James B. Lebenthal, Alexandra s brother, continues in the role of CEO of Lebenthal Asset Management, while Andrew J. Grillo remains president and COO of Lebenthal Wealth Advisors. Think Advisor September 21, 2015 inappropriate or irrelevant content No news for Lebenthal Asset Management right now. Check back soon! Powered by DISCLAIMERS