The wealth management division of Lebenthal Holdings LLC, run by high-profile CEO Alexandra Lebenthal and serving high-net-worth and institutional clients, has added two female advisors, Annette Hall and Charlene Fisher, to its NY office.
Hall has more than 30 years of experience in the wealth management industry, the last 25 with Key Private Bank; Fisher brings more than 20 years’ experience in marketing and finance in the entertainment, sports and communication industries, according to a statement from Lebenthal.
“The team of Annette and Charlene is a perfect fit within the Lebenthal organization, both culturally and structurally, ” said Frank Campanale, Chairman and CEO, Lebenthal Wealth Advisors. “Their approach to client service is consistent with our brand values, ” “We believe our platform–combining asset management, capital markets and family office services with open architecture and top-level clearing and custody–will complement their analytical and portfolio management skills. I anticipate that Annette and Charlene, along with other advisors who are joining us, will see their business deepen and expand, as they take advantage of all Lebenthal has to offer.”
SEC registered Lebenthal Wealth Advisors offers advisory services and innovative products to companies, institutional clients and high-net-worth private clients. Its high-profile CEO Alexandra Lebenthal, who’s been called “the new queen of Wall Street” by Fortune in 2012, is the third-generation Lebenthal to serve as president since the company was founded by her grandparents in 1925, according to the Lebenthal website.
Lebenthal, on Craine’s list of 100 most influential women, and is the cofounder of “The Women’s Executive Circle, ” a group of high-profile Jewish women who mentor other women under the auspices of United Jewish Appeal.