Lebenthal

Description

For more than eight decades, the name Lebenthal has resonated within the financial services industry. Founded in 1925 by husband and wife Louis and Sayra, Lebenthal has long been well-regarded for its innovation and first-class client service. Throughout its history, it has remained a family-run business, and in 1995, Alexandra Lebenthal was elected president, becoming the third generation Lebenthal to serve in that role - a role she still holds today.

"As a family that has been in business together for over 85 years, we understand the sensitivities and dynamics surrounding money.

Restrictions on Disclosing Nonpublic Information. We do not reveal specific information about your accounts or other personally identifiable data to others for their limited use unless: (1) you request or authorize it or it is otherwise required to complete a transaction initiated by you or otherwise support a service we provide to you; or (2) the disclosure otherwise is required or authorized by law.

We use this information: to conduct business with you; to develop or enhance our products and services; to understand your financial needs so that we can provide you with quality products and superior service; and to protect and administer your records, accounts, and funds. Certain laws and regulations also require us to collect such information about you.

Company contacts

Companies nearby