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 4/18/18:
Long stock: Alaska Air Group, Alphabet, Apple, Citigroup, Cisco, Ducommun, Electronic Arts, General Motors, Goldman Sachs, Greenbrier Companies, IBM, Intel, MSG, ORBCOMM, Pfizer, Qualcomm, Qorvo, Roku, Royal Dutch Shell, Winnebago.
"Halftime Report" and HPM Partners' Jim Lebenthal makes the bullish case for Goldman Sachs and Alaska Air.
The “Fast Money Halftime Report” traders discuss the tax plan and the impact it will have on the future of the stock market and the yield curve.
The Halftime Report traders debate Wells Fargo's downgrade of Chipotle and where the stock could be headed.
The "Halftime Report" traders debate Wells Fargo's call to buy Disney.
"Fast Money Halftime Report" trader Jim Lebenthal weighs in on General Motors and Qualcomm.
Jim Lebenthal, who's up 33 percent this year in his CNBC PRO model portfolio, sells Time Warner.
Jim Lebenthal is getting worried about holding the heavily scrutinized defense company into year end.
Trader Jim Lebenthal liquidated his position in General Motors for CNBC PRO's model portfolio competition.