Alexandra Lebenthal, former CEO of Lebenthal & Co., has joined Rockefeller Capital Management as a managing director and senior banker in the firm’s strategic advisory division.
At Rockefeller, “I will lead investment banking coverage for financial sponsors and continue my work with women-led and -owned businesses,” Lebenthal said in an email.
“I am also looking forward to bringing my experience in investment banking and, once again, wealth management to help bridge the expertise and capabilities within the firm to better serve all of Rockefeller‘s clients,” she said.
“With the addition of Alexandra, we continue to enhance Rockefeller Strategic Advisory’s ability to provide innovative solutions for both Rockefeller Global Family Office clients who own and operate businesses and corporate clients,” a Rockefeller spokesperson said in an emailed statement. “Alexandra’s appointment is the latest in a series over the past year expanding the firm’s Strategic Advisory division and complementing the division’s existing business advisory, financing, and transaction capabilities.”
Lebenthal most recently served as senior advisor in the financial sponsors group at investment bank Houlihan Lokey, where she led the firm’s initiative to invest in companies led by women.
In 2017, she stepped down as CEO of Lebenthal & Co., the successor to the municipal bond firm established by her grandparents in 1925.
New Allspring research finds 401(k) participants want guidance on income and rollovers, not just portfolio automation.
Aging homeowners hold record housing wealth - but most advisors still aren't bringing it into retirement plans
$1.7M invested from an inheritance. Then the phone went dead.
The pre-IPO platform sold $430M in units while allegedly rigging prices behind the scenes.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
