Annette Hall and Charlene Fisher are the latest team to join Lebenthal Wealth Advisors’ wealth advisory unit, working at the firm’s New York office.
Hall has more than 30 years of experience in the wealth management industry, the last 25 of which have been with Key Private Bank. There, as vice president and relationship manager she oversaw USD193 million in assets under management. She provides a full range of financial services, including investment management and estate planning for high net worth individuals and families, as well as corporate clients. Hall is a Certified Wealth Strategist and a Registered Financial Paraplanner.
Fisher possesses more than 20 years of experience in marketing and finance in the entertainment, sports and communication industries, most recently as co-founder and president of an independent film distribution, finance and marketing company. Her sophisticated financial modelling experience will be utilised for solving the portfolio management needs of clients.
"The team of Annette and Charlene is a perfect fit within the Lebenthal organisation, both culturally and structurally. Their approach to client service is consistent with our brand values," says Frank Campanale, Chairman and CEO, Lebenthal Wealth Advisors. "We believe our platform – combining asset management, capital markets and family office services with open architecture and top-level clearing and custody – will complement their analytical and portfolio management skills. I anticipate that Annette and Charlene, along with other advisors who are joining us, will see their business deepen and expand, as they take advantage of all Lebenthal has to offer."
"We are pleased that Annette and Charlene are joining us," says Andy Grillo, president and COO, Lebenthal Wealth Advisors. "In our first full year of operations we have focused on integrating all of the functional and technological requirements necessary for our advisory teams to succeed while continuing to attract proven advisors who embody the Lebenthal tradition. Lebenthal's decade-long focus on putting the needs of the client first will resonate with Annette and Charlene's client base, which has grown accustomed to their high-touch financial advisory services."
Hall says: "Charlene and I are excited to join Lebenthal Wealth Advisors. We are confident that this will be a mutually beneficial relationship, but more importantly we believe that the relationship with our clients will thrive. At Lebenthal we will be able to provide our clients with a family office level of attention combined with industry leading technological and portfolio management capabilities. We look forward to serving our clients and growing our business within the Lebenthal organisation."