Jim Lebenthal is a partner at HPM Partners. He manages US Equity portfolios for clients and advises them on asset allocation and financial market conditions. He contributes to HPM Partners' investment outlook as a member of its Investment Committee.
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, and was a Lieutenant, qualifying as a nuclear submarine engineer. 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 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 10/16/18:
Long stock: Alaska Air Group, Allergan, Alphabet, Apple, Caterpillar, Celgene, Citigroup, Cisco, Cleveland-Cliffs, Ducommun, Electronic Arts, General Motors, Goldman Sachs, IBM, Intel, ORBCOMM, Qualcomm, Qorvo, Roku, Royal Dutch Shell, Starbucks, Winnebago.