William K Jospeh has joined the wealth advisory unit of Lebenthal Wealth Advisors, the wealth management division of Lebenthal Holdings.
“I’m delighted that Bill Joseph will be joining our team at Lebenthal,” says Jeffrey B Lane, Chairman of Lebenthal Holdings. “Bill’s status in the financial services industry is hard-earned and well-deserved, and his decision to join us is a testament to the wealth management business we are building at Lebenthal. High quality firms attract high quality professionals who put their clients first, and Bill epitomises this ethos. I have known Bill since we worked together in the beginning of our careers, and I look forward to reuniting with him to move our company forward.”
Joseph has almost 50 years experience in the wealth management industry. Before joining Lebenthal, he was a Financial Advisor and Director in the Wealth Management Division of Morgan Stanley and each of its predecessor firms. He began his career at Carter, Berlind and Weill in April 1968. Mr. Joseph is active with many philanthropies, including serving as a long-time board member of the Crohn’s Foundation. He is a graduate of the University of Pennsylvania.
Joseph says: “I am excited to continue serving my clients at Lebenthal Wealth Advisors, a new division of the venerable 90 year-old financial institution. Jeff Lane and his team are building a terrific platform within a strong corporate organisation for advisors and managers to provide differentiated, high-touch service. I’ve been in this business a while, and I believe that the firm’s client-centric culture, which is consistent with my own philosophy, will be beneficial to my current and future client base.”