Peter Frederic Levin
Gestore di Portafoglio-Azioni presso Madison Financial Advisors Ltd.
Posizioni attive di Peter Frederic Levin
Società | Posizione | Inizio | Fine |
---|---|---|---|
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Gestore di Portafoglio-Azioni | 01/01/2019 | - |
Stratega di mercato | 01/01/2019 | - |
Storia della carriera di Peter Frederic Levin
Precedenti posizioni note di Peter Frederic Levin
Società | Posizione | Inizio | Fine |
---|---|---|---|
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Amministratore Delegato | 01/03/2001 | 01/01/2016 |
Presidente | 01/03/2001 | 01/01/2019 | |
Direttore degli Investimenti | 01/03/2001 | 01/01/2019 | |
Fondatore | 12/01/2010 | 01/01/2019 | |
Gestore di Portafoglio-Azioni | 01/03/2001 | 01/01/2019 | |
Responsabile della banca privata | 01/01/2001 | 01/01/2019 | |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Direttore della Ricerca - Azioni | 01/01/1970 | 28/02/2001 |
Formazione di Peter Frederic Levin
Williams College | Undergraduate Degree |
University of Michigan | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Chairman | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Finance |
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