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This profile was last updated on 12/31/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Gregory W. Serbe

Wrong Gregory W. Serbe?

President Municipal Asset Managem...

Lebenthal Asset Management
Phone: (212) ***-****  
Lebenthal & Co.
230 Park Avenue, 32nd floor
New York , New York 10169
United States

Company Description: Lebenthal is a woman-owned boutique investment bank, specializing in municipal bonds, debt & equity underwriting, and asset/wealth management. Originally founded in...   more
Background

Employment History

  • President, Lebenthal Municipal Asset Management
    Alexandra & James & Company Family Office
  • President of the Lebenthal Asset Management Division
    Boston Advisors , Inc.
  • Chair
    National Municipal Bond Buyers Association
  • Managing Director
    Mitchell Hutchins Asset Management

Board Memberships and Affiliations

  • Treasurer and A Board Member
    New York City Coop

Education

  • Bachelor of Arts degree
    Yale University
  • Master of Business Administration ( MBA )
    University of Chicago
40 Total References
Web References
Lebenthal Asset Management | Fixed Income
www.lebenthal.com [cached]
Gregory W. Serbe, President Lebenthal Municipal Asset Management
Lebenthal Asset Management | Our Team
www.lebenthal.com [cached]
Gregory W. Serbe
...
Gregory W. Serbe
President, Lebenthal Municipal Asset Management
212.697.3659 gserbe@lebenthalmgmt.com
> Read More
Lebenthal Course - Lesson 12
www.lebenthal.com [cached]
Gregory W. Serbe, President Lebenthal Municipal
...
The other way is to let Lebenthal build the portfolio for you, and have it managed for you on a discretionary basis by the same Gregory W. Serbe who ran the top-ranked municipal bond portfolio for the old Lebenthal Municipal Asset Management (before Merrill Lynch acquired our firm).
...
While at Lebenthal, Serbe and his team had been awarded the "Lipper Best Small Fixed Income Fund Family" and ranked by Nelson's as #1 for 10 years. When Merrill Lynch gave us back our name in 2007, Serbe returned as President and Senior Portfolio Manager of Lebenthal Municipal Asset Management -- once again doing the buying, selling, holding, trading - in a word, managing.
Key People | Alexandra & James
www.alexandraandjames.com [cached]
Gregory W. Serbe
President, Lebenthal Municipal Asset Management
We take a lifetime of knowledge about the municipal bond market and distill it down to what works for each individual. We don't do 'one size fits all.' After a client meeting and analyzing their objectives, we focus on a solution that fits an overall strategy.
More
Greg manages client portfolios and provides client services, on the ready for conference calls with both clients and prospective investors. Leveraging his career in municipal securities across all credit and maturity sectors, Greg spends his days overseeing credit selection, placement on maturity curve, purchase and sale decisions, and supervision of municipal asset management investment team. He is past chair of the National Municipal Bond Buyers Association, and serves as treasurer and a board member of the New York City Coop.
...
Check out Greg Serbe on Thomson/Reuters discussing these recent market developments:
Aug. 16 - A New York ...
www.reuters.com [cached]
Aug. 16 - A New York Fed study finds the reported rate of municipal debt defaults discounts troubles in unrated bonds, but Lebenthal's Greg Serbe says that doesn't necessarily mean a wave of defaults is coming.
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