Episodes

This week on the Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia Kris Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and The Advisor-Guided 529 Plan using College Planning Essentials. Kris helps navigate a simplified explanation of 529 with Michael and Dominick. Previously, Kris was an Internal Client Advisor for over a decade w...

This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe has appeared on both Bloomberg TV and CNBC and is often quoted in the financial press. Michael and Dominick discuss with David the view of the market forecast going forward. A...

This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost 20 years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They answer some of the more prominent questions from ...

This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook of 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth vs value and where the opportunities lie in US equity versus International equity. Lauren Goodwin, CFA, is an Economist & Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star...

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement pla...

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement pla...

This week on The Lebenthal Report we are excited to welcome Ty Burr. Ty Burr was a film critic and pop culture columnist for The Boston Globe for two decades, from 2002 to 2021. He currently writes “Ty Burr’s Watch List” (tyburrswatchlist.substack.com), a popular e-newsletter for movie and TV recommendations—including streaming ones—and cultural commentary. He is the author of the critically acclaimed books Gods Like Us: On Movie Stardom and Modern Fame (2013) and The Best Old Movies for Familie...

On this episode of the Lebenthal Report, Michael and Dominick welcome back Jonathan Mackay from Schroders. Johnathan discusses the current market and how we can make sense of the craziness we’ve been seeing. Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. He joined Schroders in 2016 and is based in New York. Jonathan was a Seni...

For our debut show of 2023, we welcome American TV producer Natasha Lance Rogoff to discuss her memoir, Muppets in Moscow: The Unexpected Crazy True Story of Making Sesame Street in Russia, which Rowman & Littlefield published recently. It chronicles Natasha’s experience producing a Russian version of Sesame Street in post-Soviet Union Russia. It falls under the category of “And you thought your job was tough.” Available now on voiceamerica.com, YouTube, Apple Podcasts, and Spotify.

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

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On this week’s Lebenthal Report we welcome Scott Passeser. Scott is one of Long Island’s most respected business leaders and is deeply connected with the Long Island business community. Scott currently hosts Radio Jobline every Saturday afternoon from 2-3 PM and formerly hosted one of the region’s most watched business television programs, News 12 Long Island’s Jobline from 1989- 2013. Scott has been leading discussions and shaping thinking across the region for decades, while helping Long Islan...

This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm's largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He produces rigorously researched market commentary and investment content to shap...

This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm’s largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He produces rigorously researched market commentary and investment content to shap...

In this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm's largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He produces rigorously researched market commentary and investment content to shap...

This week on The Lebenthal Report we welcome James Geraghty. James Geraghty has been a director of eight NASDAQ-listed biotech companies and chair of five. He’s worked on orphan drugs for over forty years—as a strategy consultant, a CEO, a leader of pioneering international operations at Genzyme, and a venture entrepreneur. As a biotechnology executive, he has been a passionate participant in the orphan drug revolution since its inception. His book, Inside the Orphan Drug Revolution: The Promise...

On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets

This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc. Philip is a Thirty year veteran of...