Jim Lebenthal is a partner at HPM Partners. Previously, he served as CEO and CIO of Lebenthal Asset Management. While there, he was the Chairman of the Investment Committee and oversaw the economic and market outlook for clients firm wide.
Prior to that, Jim was an investment professional at Goldman Sachs in the Private Wealth Management division. Jim is a veteran of US Navy, earning the rank of Lieutenant, qualifying as a nuclear submarine officer. During his tenure, he was awarded 2 Navy Commendation Medals and 4 Navy Achievement Medals.
Jim holds a BA in molecular biology from Princeton University and an MBA from The Wharton School of Business. He holds Series 4, 7 and 63 licenses. He currently lives in Pawling, NY, where he is active in the local community and is an avid outdoorsman.
Follow Jim on Twitter: @jlebenthal
What does Jim Lebenthal do when he's not investing? Here's a look in our Halftime Report "Trade Off"
Disclosures as of 1/29/18:
Long stock: Alphabet, Apple, Citigroup, Cisco, Ducommun, Electronic Arts, Enbridge, General Motors, Greenbrier Companies, IBM, Intel, MSG, Nike, ORBCOMM, Pfizer, Qualcomm, Qorvo, Roku, Winnebago.
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