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2016-07-07T00:00:00.000Z

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Wrong Gregory Serbe?

Mr. Gregory W. Serbe

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Background Information

Employment History

President

Lebenthal & Co. LLC

Managing Director

Mitchell Hutchins Asset Management

Affiliations

Treasurer and A Board Member
New York City Coop

Founder
California Money Market Fund

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 (41 Total References)


- Portfolio Manager: Gregory W. ...

www.lebenthal.com [cached]

- 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.


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


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:


Boston Advisors

www.bostonadvisors.com [cached]

Gregory W. Serbe

Senior Vice President & Portfolio Manager
Greg 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.


Lebenthal Asset Management | Fixed Income

www.lebenthal.com [cached]

Gregory W. Serbe, President Lebenthal Municipal Asset Management

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