Claudia Stern

Q: What is Claudia Stern email address?

Email Claudia Stern at claudiajstern@gmail.com and claudia.stern@ml.com. This email is the most updated Claudia Stern email found in 2026.

Q: How to contact Claudia Stern?

To contact Claudia Stern send an email to claudiajstern@gmail.com or claudia.stern@ml.com. If you want to call Claudia Stern try calling on +12122880345.

Financial Advisor at Lebenthal Global Advisors, LLC. | New York City Metropolitan Area

About Claudia Stern

Claudia Stern is a seasoned Financial Advisor at Lebenthal Global Advisors, LLC, where she leverages nearly three decades of experience in the financial services industry to provide tailored investment strategies and wealth management solutions. Since beginning her career at Merrill Lynch in 1995, Claudia has built a reputation as a trusted advisor, guiding a diverse clientele that includes non-profit organizations, high-net-worth families, privately held business owners, and C-suite executives. Her extensive expertise in financial analysis and asset management enables her to craft portfolios that are not only aligned with her clients' financial goals but also responsive to the dynamic market environment.

At Lebenthal Global Advisors, Claudia plays a pivotal role in actively managing client portfolios, employing her analytical skills to navigate complex financial landscapes. She is adept at utilizing various investment vehicles and securities to optimize returns while mitigating risks. Claudia's commitment to understanding her clients' unique needs allows her to develop customized strategies that reflect their values and aspirations. Her proficiency in corporate finance and small business financial management further enhances her ability to serve a wide range of clients effectively.

Key projects Claudia has spearheaded include the development of innovative investment strategies that address current market trends and the implementation of comprehensive financial plans for her clients. By staying abreast of industry developments and leveraging her extensive network, Claudia ensures that her clients receive the highest level of service and expertise. Her dedication to fostering long-term relationships and delivering exceptional results solidifies her position as a leading financial advisor in the industry.

Claudia Stern Work