Gerald Dana Levitz
Corporate Officer/Principal presso The New York Society of Security Analysts, Inc.
Profilo
Gerald Dana Levitz is a Member of CFA Institute and The New York Society of Security Analysts, Inc. He previously worked as a Manager at Brown Brothers Harriman & Co. (Investment Management) from 1970 to 1983, and as the President of TBP Advisors Ltd.
from 1999 to 2015.
He also served as the Co-Chief Investment Officer & President at Alexandria Capital LLC.
Levitz holds an MBA from the University of Pennsylvania and an undergraduate degree from Cornell University, which he received in 1968.
Posizioni attive di Gerald Dana Levitz
Società | Posizione | Inizio |
---|---|---|
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Precedenti posizioni note di Gerald Dana Levitz
Società | Posizione | Fine |
---|---|---|
TBP Advisors Ltd.
TBP Advisors Ltd. Investment ManagersFinance Founded in 1999, TBP Advisors Ltd., formerly Thorson Brown & Plunkett, is a registered investment advisor located in Purchase, New York. The firm acquired Douglas, Noyes & Co., Inc. in 2005. TBP Advisors offers equity, fixed-income and balanced account management services to high net-worth individuals, families and small institutions. | President | 01/04/2015 |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Corporate Officer/Principal | 31/12/1983 |
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | President | - |
Formazione di Gerald Dana Levitz
University of Pennsylvania | Masters Business Admin |
Cornell University | 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 | 5 |
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Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
TBP Advisors Ltd.
TBP Advisors Ltd. Investment ManagersFinance Founded in 1999, TBP Advisors Ltd., formerly Thorson Brown & Plunkett, is a registered investment advisor located in Purchase, New York. The firm acquired Douglas, Noyes & Co., Inc. in 2005. TBP Advisors offers equity, fixed-income and balanced account management services to high net-worth individuals, families and small institutions. | Finance |
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
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