![Jordan Ladd Kimmel](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Jordan L.
Kimmel is a Chief Equity Strategist & Portfolio Manager at Lebenthal Global Advisors LLC.
He has more than 30 years in the financial services industry – as both a retail broker and a fund/portfolio manager.
Mr. Kimmel was previously employed as a Portfolio Manager by Gitterman Wealth Management LLC, a Chief Investment Officer by InvestView, Inc., an Account Executive by A.G.
Edwards & Sons, Inc., a Market Strategist by Brookstreet Securities Corp., a First Vice President by Dean Witter Reynolds, Inc., a Principal by Magnet Investment Group LLC, an Account Executive by Painewebber Group, Inc., and a Portfolio Manager by Tocqueville Asset Management LP.
He earned an MS in Urban Policy Sciences and a BA in Economics from SUNY at Stony Brook.
He graduated from The Bronx High School of Science.
| Sociétés | Poste | Fin |
|---|---|---|
Lebenthal Global Advisors LLC
 Lebenthal Global Advisors LLC Investment ManagersFinance Lebenthal seeks to preserve client’s wealth, achieve a reasonable rate of return, and counter the erosive effects of inflation and taxes. The firm utilizes asset allocation strategies and carefully selected money managers across a diverse range of equity and fixed-income disciplines. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Gitterman Wealth Management LLC
 Gitterman Wealth Management LLC Investment ManagersFinance GWM seeks to provide clients with informative, unbiased research and select the best financial solutions from a wide universe of financial products and services. The firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions are climate-aware, incorporate ESG data, are designed to be core holdings, and aim to deliver above-average risk-adjusted returns. | Gestionnaire de Portefeuille-Actions | 01/05/2020 |
Brookstreet Securities Corp.
 Brookstreet Securities Corp. Investment Banks/BrokersFinance Provides brokerage in financial and investment services. | Stratège de marché | 30/06/2007 |
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Gestionnaire de Portefeuille-Actions | 31/12/2005 |
Magnet Investment Group LLC
 Magnet Investment Group LLC Investment ManagersFinance The MAGNET Stock Selection Strategy seeks to identify stocks that have the greatest potential for capital appreciation. The strategy starts with the statistical bell curve and the hypothesis that in every field of endeavor, the vast majority of participants are generally average or 'normal', with relatively few 'exceptions'. The process blends proprietary measurements of value, growth and momentum investing to identify identifies these exceptions and capture their potential for exceptional returns. MAGNET invests in a diversified portfolio of primarily of US equities or securities convertible into equity securities. They invest in the US, Canada, Latin America and Asia. Their Exceptionator Fund's positions are initially equally weighted with no more than 25% of the portfolio invested in any given sector. Companies are deselected and reselected each month. MAGNET does not employ the use of margins or leverage and they do not use short selling. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 10 |
|---|---|
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville pursues two primary objectives for their clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve their mandate, the firm relies upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. They do not follow fads; they invest in companies that deliver solid returns over the long run. | Finance |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Brookstreet Securities Corp.
Brookstreet Securities Corp. Investment Banks/BrokersFinance Provides brokerage in financial and investment services. | Finance |
Magnet Investment Group LLC
Magnet Investment Group LLC Investment ManagersFinance The MAGNET Stock Selection Strategy seeks to identify stocks that have the greatest potential for capital appreciation. The strategy starts with the statistical bell curve and the hypothesis that in every field of endeavor, the vast majority of participants are generally average or 'normal', with relatively few 'exceptions'. The process blends proprietary measurements of value, growth and momentum investing to identify identifies these exceptions and capture their potential for exceptional returns. MAGNET invests in a diversified portfolio of primarily of US equities or securities convertible into equity securities. They invest in the US, Canada, Latin America and Asia. Their Exceptionator Fund's positions are initially equally weighted with no more than 25% of the portfolio invested in any given sector. Companies are deselected and reselected each month. MAGNET does not employ the use of margins or leverage and they do not use short selling. | Finance |
Painewebber Group, Inc.
 Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
InvestView, Inc.
 InvestView, Inc. Internet Software/ServicesTechnology Services Operates as an investor technology and education company | Technology Services |
Gitterman Wealth Management LLC
Gitterman Wealth Management LLC Investment ManagersFinance GWM seeks to provide clients with informative, unbiased research and select the best financial solutions from a wide universe of financial products and services. The firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Solutions are climate-aware, incorporate ESG data, are designed to be core holdings, and aim to deliver above-average risk-adjusted returns. | Finance |
Lebenthal Global Advisors LLC
Lebenthal Global Advisors LLC Investment ManagersFinance Lebenthal seeks to preserve client’s wealth, achieve a reasonable rate of return, and counter the erosive effects of inflation and taxes. The firm utilizes asset allocation strategies and carefully selected money managers across a diverse range of equity and fixed-income disciplines. | Finance |
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