Profiel
Gregory Wayne Serbe served as the President of Lebenthal Asset Management LLC from 2008 to 2016.
He also worked as a Senior Portfolio Manager at DCM Advisors LLC.
Serbe holds an MBA from The University of Chicago, which he received in 1971, and an undergraduate degree from Yale University, which he received in 1967.
Eerdere bekende functies van Gregory Wayne Serbe
| Bedrijven | Functie | Einde |
|---|---|---|
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Portfolio Manager-Fixed Income | 31-12-2016 |
DCM Advisors LLC
 DCM Advisors LLC Investment ManagersFinance DCM Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a subsidiary of Dinosaur Group Holdings LLC. DCM Advisors offers equity research and asset management to institutional and individual investors. | Portfolio Manager-Fixed Income | - |
Opleiding van Gregory Wayne Serbe
| The University of Chicago | Masters Business Admin |
| Yale University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Finance |
DCM Advisors LLC
DCM Advisors LLC Investment ManagersFinance DCM Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a subsidiary of Dinosaur Group Holdings LLC. DCM Advisors offers equity research and asset management to institutional and individual investors. | Finance |
