Press Release

Rockefeller Capital Management Welcomes Alexandra Lebenthal to Strategic Advisory

Rockefeller Capital Management Welcomes Alexandra Lebenthal to Strategic Advisory

NEW YORK, January 3, 2024

Lebenthal joins as Managing Director and Senior Banker focused on financial sponsors and women-led businesses.

Rockefeller Capital Management (Rockefeller) today announced that Alexandra Lebenthal, a 39 -year veteran in financial services and industry leader, has joined the firm as a Managing Director and Senior Banker.

In her new position, Lebenthal will lead efforts within Rockefeller Strategic Advisory, the firm’s investment banking arm, to connect with and serve financial sponsor clients as well as women led and owned businesses. Her addition to Strategic Advisory’s cadre of senior investment bankers builds on the firm’s continuing investment in offering corporate and business advisory services to private and public companies, as well as businesses owned by clients of Rockefeller Global Family Office.

“I’ve known and worked with Alex Lebenthal for many years,” said Gregory J. Fleming, President and CEO of Rockefeller Capital Management. “As an entrepreneur, investment banker and executive, she’s had a significant impact on the industry in many ways – and today, she continues to be recognized as mentor to many. We’re delighted to have her on the team.”

“I’m so pleased to join Rockefeller and to contribute to the growth of the firm,” said Lebenthal. “Rockefeller has built a great platform for providing advisory services to companies and institutions, including those within the private equity community and those owned by the firm’s clients. I am thrilled to be able to continue my work with women and see significant opportunities to further support the growth of established and emerging entrepreneurs and corporate leaders.”

“Alex’s vast network of relationships and deep understanding of the market will be invaluable as we add this new dimension to our investment banking capabilities,” said Steve Valentino, Co-President of Rockefeller Strategic Advisory. “Her expertise in M&A suit her ideally to work with clients across the board, including financial sponsors and individuals and families served by Rockefeller Global Family Office.”

Prior to joining Rockefeller, Lebenthal was a Senior Advisor in the Financial Sponsors Group at Houlihan Lokey, where she developed an initiative focused on providing advisory services to women-led businesses. Prior to joining Houlihan in August 2020, she was CEO of Lebenthal Holdings, a diversified financial services firm which was the second iteration of the firm, that she founded in 2007. She became President and CEO in 1995 at the age of 31 and remained there through its sale to Advest and then Merrill Lynch. Lebenthal has served on various public and private boards and been widely recognized by industry media. Most recently, she was named to Crain’s “New York Business’ 2022 Notable Women on Wall Street,” and to the “2023 Most Influential Women in Mid-Market M&A” by Mergers & Acquisitions Magazine.

Lebenthal’s appointment is the latest in a series over the past year expanding the firm’s Strategic Advisory division and building out its business advisory, financing, and transaction capabilities. These include Managing Directors Laurie Coben, Scott Spieth, and William Drewry, and Senior Vice President Eric Mun.

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from 48 locations across the United States and in London. As of September 30, 2023, the Firm was responsible for $112 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.