Investing for Life, Not Just Wealth with Jimmy Lebenthal
About This Episode:
What if the principles that make us better investors could also help us become better leaders, better decision-makers and live more fulfilling lives?
In this episode of the Business Elevation Show, Chris Cooper is joined by Jimmy Lebenthal, Chief Equity Strategist at Cerity Partners, regular CNBC contributor and author of How to Ride the Subway. A former United States Navy submarine officer turned investment strategist, Jimmy has spent more than twenty-five years helping individuals and families navigate the financial markets with confidence, patience and perspective.
Drawing on his lifelong fascination with New York City's subway system, Jimmy uses its stations, journeys and unexpected encounters as powerful metaphors for investing, leadership and life itself. Together, Chris and Jimmy explore why long-term thinking almost always outperforms short-term reactions, how patience and curiosity create better outcomes, and why accepting unexpected invitations can sometimes change the course of our lives.
The conversation also explores the importance of purpose, relationships, family, financial wellbeing and using wealth as a means to create a positive impact rather than simply accumulate more. At a time when markets, politics and technology are creating uncertainty, Jimmy shares practical wisdom for making better decisions, staying focused on what matters most and building lasting success.
This promises to be an engaging conversation about investing, leadership and the timeless principles that help us navigate both financial markets and life with greater confidence, perspective and purpose.
More about Jimmy Lebenthal:
Jimmy Lebenthal is the author of How to Ride the Subway: Getting Around on Wall Street and in Life, as well as Cerity Partners’ chief market strategist and a partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jimmy served as the chief executive officer and chief investment officer of Lebenthal Asset Management, LLC, served as a financial advisor for Goldman Sachs, and was a partner of investment firm Levy Harkins.
A former lieutenant and submarine officer in the United States Navy, he was awarded two Navy Commendation Medals and four Navy Achievement Medals. His education includes a BA from Princeton University and an MBA from Wharton School of Business. He is a Chartered Financial Analyst.
Jimmy Lebenthal grew up in New York City in the ’70s and ’80s, a hardscrabble time for Gotham. As a youth, the city’s extensive subway system drew his attention to a degree that can only be described as passionate. It was in those years that Jimmy first started investing in public equities, which also became a lifelong passion.