Episode twenty four of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.
The Lebenthal Report Episode #23: Corporate Governance & Economic Drivers
Episode twenty three of The Lebenthal Report is now available! On this episode, Michael Hartzman and Scott Hartzman speak with James Black II, Partner at Silverman Acampora. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.
Learn More About Lebenthal and What We Do
Those who know the storied Lebenthal history may find familiarity in the icon of a farmer guiding the horse-drawn plow. While the image may suggest a bygone era, the wisdom of what it represents endures to this day: Working hard, planting seeds, tending to the land, and knowing that patience will be rewarded by the future harvest.
Today at Lebenthal, we help hardworking people pursue their cherished goals, not by chasing the hot stock of the day or the trendy investment strategy of the month, but by adhering to a disciplined approach of responsible investing – just as we always have.
As a Certified Financial Planner™ professional , Michael assists you with planning for and pursuing your long-term financial objectives. He applies his in-depth knowledge of tax strategies, asset allocation, risk management, retirement and estate planning, and long-term insurance planning. Clients value his welcoming, friendly and practical outlook and appreciate his loyalty and attention to detail. Through his objective financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies.
Dominick Tavella is president and CIO of Lebenthal Global Advisors, LLC. Previously, he was the founder and president of Diversified Private Wealth Advisors, an independently owned registered investment advisory firm in the tri-state area for almost three decades. He had driven Diversified’s impressive and steady growth since 1984, making it one of the largest and most respected private wealth management services firms in the region. For more than 35 years, Dominick’s approach and the firm’s core values have remained steadfast through every imaginable economic cycle: “Guide your clients by focusing on long-term goals and diversification, not day-to-day trading.”
Jordan is the Chief Equity Strategist & Portfolio Manager for the Lebenthal (SMA) Equity Portfolios. Lebenthal is a US registered investment advisor based in Hauppauge, New York.
Leveraging more than 30 years in the financial services industry – as both a retail broker and a fund/portfolio manager – Jordan was the creator/co-creator of FACTS®, a holistic unbiased quantitative measurement of the "integrity" of over 2,000 public companies. FACTS® identifies companies with strong leadership, core values, and ethical cultures. The strategy blends financial stability with forensic accounting, corporate governance, transparency, and sustainability metrics for the largest and most liquid companies. FACTS® incorporated his previous model Magnet®, which was licensed to prominent institutions.
Jordan is best known for co-creating two stock selection models, most widely known is the Magnet® model which has been licensed to leading institutions including John Nuveen & Co.
Over his career, Jordan has made hundreds of appearances on CNBC, Fox News, and ABC News, been quoted extensively in print including a feature in Forbes Magazine on June 7, 2004. Jordan Kimmel has written three books on investing; the most recent is The Magnet Method of Investing (Wiley 2009). He is also frequently invited as a keynote speaker at investment industry meetings and national conferences.
Jordan earned an MS in Urban Policy Sciences and a BA in Economics from SUNY at Stony Brook. He graduated from The Bronx High School of Science.
The Lebenthal Report Episode #22: Perspective on the Financial Markets and the Economy
Episode twenty two of The Lebenthal Report is now available! On this episode, Dr. Quincy Krosby, Chief Market Strategist at Prudential, joins the show to speak with Dominick Tavella and Michael Hartzman.
The Lebenthal Report Episode #21: Rebalancing Your Portfolio -- What That Means
Episode twenty one of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.
The Lebenthal Report Episode #20: Municipals – Where Value is Seen Now and Using Factors to Rank Companies
Episode twenty of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with returning guest Gregory Serbe, the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Paul Henneman, President of ValuEngine.
The Lebenthal Report Episode #19: Tax Law Changes Explained and Value/Growth Factor Analysis
Episode nineteen of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Advisor to Visual and Performance Artists. Jordan Kimmel then joins the show to speak with President of Hedgemetrics, Inc., Edward Matluck.
The Lebenthal Report Episode #18: Discussion of the Global Picture and Insides ETFs
Episode eighteen of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine, Herb Blank.
