Barnaby Jason Levin
Gestore di Portafoglio-Azioni presso HighTower Advisors LLC
Profilo
Mr. Barnaby J.
Levin is a Partner & Managing Director at HighTower Advisors LLC.
He focuses on developing goal-based investment management and financial planning strategies for high-net-worth individuals and their families.
He has over 30 years of financial services experience.
Prior to HighTower, Mr. Levin was a Director of Wealth Management at Morgan Stanley Smith Barney, where he also served as a Senior Advisor in the Citi Family Office and was the Senior Portfolio Manager on Smith Barney's largest corporate services team.
Starting at Kidder, Peabody in 1987 in their Private Client Group, he worked with wealthy families and senior executives of publicly-traded companies, where he spearheaded their efforts in 10b5-1 planning and Risk Management.
Mr. Levin spent his first post-graduate years working for Triad Systems, one of Silicon Valley’s fastest-growing, high-tech startups – where he consistently led in sales and helped senior management at more than 130 companies increase profits and productivity in every aspect of their business.
He opened offices in Atlanta, Miami and Los Angeles, where he was bitten by the actor's bug and, over the next five years, studied with famed director Milton Katselas; at the Royal Academy of Dramatic Art and appeared on stage and daytime television in LA, New York and London.
Mr. Levin earned his Bachelor’s degree from Dartmouth College in 1978 where he graduated cum laude in Comparative Literature and a minor in Pre-Med.
He has been affiliated with some of the country's most highly-regarded economists and business leaders at Stanford University's Institute of Economic Policy Research (SIEPR) where, in 2003, he was nominated to SIEPR's Board of Directors, on which he continues to actively serve.
He has written numerous articles and papers regarding portfolio strategy, the markets and on our rapidly changing global economy.
Posizioni attive di Barnaby Jason Levin
Società | Posizione | Inizio |
---|---|---|
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Gestore di Portafoglio-Azioni | 01/03/2010 |
Precedenti posizioni note di Barnaby Jason Levin
Società | Posizione | Fine |
---|---|---|
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | - |
Formazione di Barnaby Jason Levin
Dartmouth College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
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