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Wrong Gregory Serbe?

Gregory W. Serbe

President

Lebenthal & Co.

HQ Phone:  (877) 425-6006

Direct Phone: (212) ***-****direct phone

Email: g***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Lebenthal & Co.

230 Park Ave. Floor 32

New York City, New York,10169

United States

Company Description

Lebenthal Holdings, LLC, is the venerable New York-based firm that provides a broad range asset management and capital markets products and services through its subsidiaries and affiliated companies. Lebenthal & Co. (Member FINRA/SIPC) is a leading woman-owned...more

Background Information

Employment History

Managing Director of Municipal Securities

Mitchell Hutchins Asset Management


Affiliations

New York City Coop

Treasurer and A Board Member


California Money Market Fund

Founder


Education

Bachelor of Arts degree

Yale University


MBA

University Of Chicago Graduate School Of Business


Master of Business Administration ( MBA )

University of Chicago


Web References(27 Total References)


www.managerreview.com

Mr. Gregory Serbe
Portfolio Manager Tel : 212-482-4955 Email: greg.serbe@bostonadvisors.com Greg is a Senior Vice President of Boston Advisors and Senior Portfolio Manager and President of Lebenthal Asset Management, a division of Boston Advisors. Lebenthal specializes in managing municipal bond portfolios for high net worth individuals and institutions. Hosting an impressive resume in the fixed-income field, Greg was Managing Director of Municipal Securities for Mitchell Hutchins Asset Management, Inc., a wholly owned subsidiary of PaineWebber, Inc. where he was responsible for all municipal assets. Greg started the country's first California Money Market Fund while at Provident Institutional Management Co., Inc. and began his career at the First National Bank of Chicago. Greg has a B.A. from Yale University, an M.B.A. from the University of Chicago, and a License en Sciences Economiques Appliquees from Louvain University, Belgium. He is past chairman of the National Municipal Bond Buyers? Conference.


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:


www.bostonadvisors.com [cached]

Gregory W. SerbeSenior Vice President & Portfolio ManagerGreg is a Senior Vice President of Boston Advisers and serves as President of the firm's Lebenthal Asset Management division.He is also a Portfolio Manager and Secretary of the Lebenthal Funds and Director of tax exempt investments.Greg offers more than twenty years of investing experience.Prior to joining Lebenthal Asset Management in 1998, Gregory was a Personal Account Executive with Lebenthal & Co., Inc.Earlier in his career, he managed municipal securities and served as a Managing Director at Mitchell Hutchins Asset Management, a subsidiary of Paine Webber, Inc.Greg earned a Bachelor of Arts degree from Yale University, a Master of Business Administration (MBA) from the University of Chicago, and License en Sciences Economiques Appliquees from Louvain University in Belgium.


www.lebenthal.com [cached]

- Portfolio Manager: Gregory W. Serbe
Lebenthal Asset Management - Municipal Bonds Gregory W. Serbe President Lebenthal Asset Management - Municipal Bonds In 2007 Mr. Serbe rejoined the Lebenthal family as President and Municipal Portfolio Manager of the Lebenthal Municipal Asset Management, LLC. Mr. Serbe had been President of the original Lebenthal Asset Management until 2005, when Lebenthal/Advest merged with Merrill Lynch. At that time he became Vice President and Portfolio Manager of Merrill Lynch Investment Managers, and its successor company, BlackRock, from 2005 to 2007. His previous work experience includes Managing Director of Municipal Securities for Mitchell Hutchins Asset Management. Prior to that, he was Vice President for Municipal Bonds at Provident Institutional Management Co., Inc., starting the first California Money Market Fund. Mr. Serbe started his municipal bond career at The FirstNational Bank of Chicago. With over four decades of vast experience Mr. Serbe is a widely quoted veteran of the municipal bond market, and a past Chair of the National Municipal Bond Buyers' Association. He has a BA from Yale University, an MBA from the University Of Chicago Graduate School Of Business, and a License en Sciences Economiques Appliquées from Louvain University in Louvain, Belgium.


www.lebenthal.com

- Portfolio Manager: Gregory W. Serbe
Lebenthal Asset Management - Municipal Bonds Greg Serbe Gregory W. Serbe President Lebenthal Asset Management - Municipal Bonds In 2007 Mr. Serbe rejoined the Lebenthal family as President and Municipal Portfolio Manager of the Lebenthal Municipal Asset Management, LLC. Mr. Serbe had been President of the original Lebenthal Asset Management until 2005, when Lebenthal/Advest merged with Merrill Lynch. At that time he became Vice President and Portfolio Manager of Merrill Lynch Investment Managers, and its successor company, BlackRock, from 2005 to 2007. His previous work experience includes Managing Director of Municipal Securities for Mitchell Hutchins Asset Management. Prior to that, he was Vice President for Municipal Bonds at Provident Institutional Management Co., Inc., starting the first California Money Market Fund. Mr. Serbe started his municipal bond career at The FirstNational Bank of Chicago. With over four decades of vast experience Mr. Serbe is a widely quoted veteran of the municipal bond market, and a past Chair of the National Municipal Bond Buyers' Association. He has a BA from Yale University, an MBA from the University Of Chicago Graduate School Of Business, and a License en Sciences Economiques Appliquées from Louvain University in Louvain, Belgium.


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