Articles tagged "Lebenthal Wealth Advisors"


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Alexandra Lebenthal, with help, cheats business death again but her latest white knight did not cash out the last one -- or eliminate lawyers with swords drawn

The owner of the blue-blooded New York firm retains her woman-run, woman-owned status -- with all the benefits that accrue -- but the now-shuttered wealth management division left a scar

March 16, 2017 — 6:13 PM UTC

Wall Street women pile into buses and cars, head south on I-95 to protest Trump

Pack up that Nasty Woman T-shirt for a pre-dawn trip and client blowback be damned

January 21, 2017 — 2:06 AM UTC

DOL rule will be undone, in a cruel twist, by the Department of Labor -- essentially by a Trump order to cut red tape by staying the Texas court case

Jason Roberts at Pension Resources Institute: It's the DOL itself saying 'maybe we got this wrong' as a means of giving cover to delay.

January 20, 2017 — 11:42 PM UTC

After pocketing $5.2 million in 2014 comp as Ally Bank CEO, Barbara Yastine joins Lebenthal as Frank Campanale exits

Alexandra Lebenthal takes the co-CEO role of the wealth manager and she intends to woo more female advisors

September 21, 2015 — 10:01 PM UTC

What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA

Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them

March 28, 2014 — 4:38 AM UTC
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