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This profile was last updated on 3/26/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Gregory W. Serbe

Wrong Gregory W. Serbe?

President

Lebenthal Municipal Asset Management
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

Board Memberships and Affiliations

Education

  • Bachelor of Arts degree
    Yale University
  • Master of Business Administration ( MBA )
    University of Chicago
24 Total References
Web References
Gregory W. ...
www.lebenthal.com, 26 Mar 2014 [cached]
Gregory W. Serbe
212.697.3659 | gserbe@lebenthalmgmt.com
...
Gregory W. Serbe
President, Lebenthal Municipal Asset Management
In 2007 Mr. Serbe rejoined the Lebenthal family as President and Municipal Portfolio Manager of the Lebenthal Municipal Asset Management Division of Alexandra and James, 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. While he was the President and senior portfolio manager for Lebenthal Asset Management, the mutual funds and discretionary client accounts he and his team managed were awarded the "Lipper Best Small Fixed Income Fund Family" award and ranked by Nelson's as #1 for 10 years.
Gregory W. Serbe Title: ...
www.sec.gov, 6 Mar 2002 [cached]
Gregory W. Serbe Title: President PLEASE VOTE YOUR PROXY TODAY
Prompt response will save the expense of additional solicitations
CHOOSE THE VOTING METHOD THAT IS MOST CONVENIENT FOR YOU.
To vote by Telephone 1) Read the Proxy Statement and have the proxy card below at hand.
...
THE UNDERSIGNED SHAREHOLDER OF LEBENTHAL FUNDS, INC. (THE "FUND") HEREBY APPOINTS GREGORY W. SERBE AS ATTORNEY AND PROXY OF THE UNDERSIGNED, WITH POWER OF SUBSTITUTION, TO VOTE ALL OF THE SHARES OF COMMON STOCK OF THE FUND STANDING IN THE NAME OF THE UNDERSIGNED AT THE CLOSE OF BUSINESS ON FEBRUARY 13, 2002 AT THE SPECIAL MEETING OF SHAREHOLDERS OF THE FUND TO BE HELD AT THE OFFICES OF LEBENTHAL & CO., INC.AT 120 BROADWAY, NEW YORK, NY 10271 AT 9:00 A.M. ON MARCH 25, 2002, AND AT ALL ADJOURNMENTS THEREOF, WITH ALL OF THE POWERS THE UNDERSIGNED WOULD POSSESS IF THEN AND THERE PERSONALLY PRESENT AND ESPECIALLY (BUT WITHOUT LIMITING THE GENERAL AUTHORIZATION AND POWER THEREBY GIVEN) TO VOTE AS INDICATED ON THE PROPOSALS, AS MORE FULLY DESCRIBED IN THE PROXY STATEMENT FOR THE MEETING, AND VOTE AND ACT ON ANY OTHER MATTER WHICH MAY PROPERLY COME BEFORE THE MEETING. THIS PROXY IS SOLICITED BY THE BOARD OF DIRECTORS AND WILL BE VOTED "FOR" THE PROPOSALS LISTED BELOW UNLESS OTHERWISE INDICATED.
Gregory Serbe ...
www.sec.gov, 27 Jan 2004 [cached]
Gregory Serbe Secretary Secretary of the Fund since 2000.Senior
Key People | Alexandra & James
www.alexandraandjames.com, 24 Nov 2012 [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, 2 Dec 2005 [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.
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