On this week’s Lebenthal Report we welcome CEO of DCM Advisors, Marc Rappaport. Marc spent twelve years with Alpine Woods Capital Investors where, as chief architect of the retail funds and distribution, he helped grow Alpine’s assets under management from under $1 billion to over $12 billion in just two years. Previous to that he spent four years at Pioneer Investments, broadening distribution and helping the firm grow from $18 billion to over $60 billion. Preceding this Marc was at Prudential for over seven years in a variety of sales and marketing roles, including as National Sales Marketing Manager, Mutual Funds at Prudential Securities. He joined DCM Advisors in 2019 as CEO, overseeing the firm's investment management, private wealth, sales, marketing and communications departments. Bringing over three decades of experience in senior investment roles.
The Lebenthal Report Episode #67: A Conversation with NBA Trailblazer Coach Ray Scott
On this week's episode of The Lebenthal Report we welcome former NBA player and coach, Ray Scott. Ray Scott was part of the early wave of Black NBA players who changed how the game of professional basketball is played, leading to the tremendously popular financial blockbuster the NBA is today. Scott was a successful forward/center chosen as the #4 pick by the Detroit Pistons in the 1961 NBA draft. After he was named head coach of the Pistons in 1972, he won Coach of the Year in the spring of 1974—the first Black man ever to capture that honor. Coach Scott’s story is not only captivating but educational and we are privileged to have him on our podcast. To learn more about Ray Scott and his history with the NBA be sure to find his memoir, The NBA in Black and White, The Memoir of a Trailblazing NBA Player and Coach, at all major bookselling retailers.
The Lebenthal Report Episode #66: A Global Perspective from Schroders
On this week’s Lebenthal Report, Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.
The Lebenthal Report Episode #65: A Brief History of Bear Markets
This week on The Lebenthal Report hosts Michael Hartzman and Dominick Tavella touch upon current market trends and explain the history of bear markets.
The Lebenthal Report Episode #64: Market Update with Jake Jolly
On the latest episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Jake Jolly of BNY Mellon. Jake is a Senior Investment Strategist at BNY Mellon Investment Management. Jake's focus areas include factor investing, macroeconomics, and quantitative research. He has extensive experience delivering market/portfolio updates to institutions, RIAs, and consultants. Jake earned an MBA in Finance and Accounting from Carnegie Mellon University.
Client Appreciation Brunch 2022
Thank you to everyone who attended Saturday's Client Appreciation Brunch. After two years of postponements, it was so great to see everyone and catch up. We look forward to keeping with tradition and seeing everyone again in 2023.
Goodbye Yvette!
We are tasked with making the bittersweet announcement that Yvette Werthner is leaving Lebenthal Financial Service, Inc.
After 14 years of being an important part of Lebenthal, Yvette has been given the opportunity to make a change that will allow her to spend more time with her family as well as advance her career.
While she will no longer be in our daily lives, she will always remain a part of the Lebenthal Family.
The Lebenthal Report Episode #63: Financial Fraud, Scams & Elder Abuse
This week on The Lebenthal Report we welcome Ron Roel. Ron Roel is a veteran journalist, author, and radio show host who is passionate about promoting “successful aging” across the generations, providing useful information, pragmatic solutions and compelling stories to help people explore rewarding experiences throughout life. He is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Each week, Ron explores a wide range of topics with guest experts, integrating key components of work and careers, health, finance, family and friends, housing, and individual passions to prepare people for their journey through the second half of life. Ron spent twenty years as a writer and editor at Newsday, Long Island’s daily newspaper, covering business, workplace issues, real estate, and politics, in addition to founding Act 2, the paper’s weekly section for readers aged 50-plus. As President of Roel Resources LLC, an editorial consulting firm, Ron has written extensively on aging topics, spoken at numerous conferences, and on radio and TV shows.