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.
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.
On the most recent episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella provide a market update.
On this week’s Lebenthal Report we welcome back Mary Lisanti. Mary is a 38+ year veteran of small cap growth research and investing; she is the founder of Lisanti Capital. Mary spent the first twelve years of her career as a small cap analyst and strategist on Wall Street. During the past 25 years, she has managed small cap portfolios at three premier asset management companies. In her most recent position prior to founding Lisanti Capital, as CIO of ING Investments, LLC, (1998-2003) she was responsible for building the active equity management team. During her tenure there, assets under management in her area grew from several hundred million to several billion dollars. Prior to that, Mary was at Strong Capital Management as Senior Portfolio Manager for both the Small Cap Growth and Mid Cap Growth Strategies. From 1993-1996, Mary was Managing Director and Head of the Small/Mid Cap team at Bankers Trust Company.
On this week’s Lebenthal Report we welcome returning guest Harold A. Bollaci, P.C. Harold has been practicing law in Nassau County and New York City for almost 20 years and specializes in elder law, estate planning, estate administration, and estate litigation. Harold began his legal career at a large law firm in Mineola, NY, where his work focused primarily on real estate transactions, land use and zoning. He appeared on behalf of clients in front of numerous town and village bodies, including planning boards and boards of zoning appeals. He founded his own firm in 2004 and has made it a priority to assist clients in asset preservation and proper estate planning. Harold received his B.A. in International Affairs from George Washington University in 1997, and his Juris Doctor from New York Law School in 2001. He was admitted to practice law in New York in February 2002. Harold serves on the Vestry of St. John’s of Lattingtown and is on the Board of the Long Island Farm Sanctuary.
On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman share an update on the markets.
On the latest episode of The Lebenthal Report we welcome James (Jim) Kelleher.
Mr. Kelleher has worked in the financial services industry for over 25 years and joined Argus Research in 1993. He is the Director of Research at Argus and a member of the Investment Policy Committee. He has been instrumental in building Argus' proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. Mr. Kelleher also oversees Argus' technical analysis products, writes the Portfolio Selector report and other publications, and manages several Argus model portfolios. As a senior analyst, he covers communications equipment, semiconductors, information processing, and electronic manufacturing services companies. Mr. Kelleher is a CFA charterholder, and is a three-time winner in The Wall Street Journal's Best on the Street All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published his book, Equity Valuation for Analysts & Investors. The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value. (moneyshow.com)
This week on The Lebenthal Report we welcome David Lykken, a 48-year industry veteran, who has been an owner-operator of three mortgage banking companies, a software company and several leading consulting companies. For the past 22-years, David has been helping companies grow through consulting, executive coaching and communications. He is currently the President, Founder, Chief Transformational Officer at Transformational Mortgage Solutions.