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.