Alexandra Lebenthal joins Rockefeller

Alexandra Lebenthal joins Rockefeller
Third-generation Wall Streeter will continue focus on women-led businesses.
NOV 01, 2023

Alexandra Lebenthal, former CEO of Lebenthal & Co., has joined Rockefeller Capital Management as a managing director and senior banker in the firm’s strategic advisory division.

At Rockefeller, “I will lead investment banking coverage for financial sponsors and continue my work with women-led and -owned businesses,” Lebenthal said in an email.

“I am also looking forward to bringing my experience in investment banking and, once again, wealth management to help bridge the expertise and capabilities within the firm to better serve all of Rockefeller‘s clients,” she said.

“With the addition of Alexandra, we continue to enhance Rockefeller Strategic Advisory’s ability to provide innovative solutions for both Rockefeller Global Family Office clients who own and operate businesses and corporate clients,” a Rockefeller spokesperson said in an emailed statement. “Alexandra’s appointment is the latest in a series over the past year expanding the firm’s Strategic Advisory division and complementing the division’s existing business advisory, financing, and transaction capabilities.”

Lebenthal most recently served as senior advisor in the financial sponsors group at investment bank Houlihan Lokey, where she led the firm’s initiative to invest in companies led by women.

In 2017, she stepped down as CEO of Lebenthal & Co., the successor to the municipal bond firm established by her grandparents in 1925.

‘IN the Office’ with Alexandra Lebenthal, senior advisor at Houlihan Lokey

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound