Julie Levenson
Director/Board Member presso CALIFORNIA BANCORP
Patrimonio netto: 182 058 $ in data 29/02/2024
Profilo
Julie J.
Levenson founded La Honda Advisors LLC.
Ms. Levenson is on the board of California Bank of Commerce and California BanCorp and Partner at La Honda Advisors LLC.
She previously occupied the position of Managing Director & Head-Private Finance Group at Houlihan Lokey, Inc., Principal at PGP Capital Advisors LLC, Managing Director & Head-Private Placement Group at Cowen & Co. LLC, Managing Director at Cowen Group, Inc. and Head-Technology Private Equity at Merrill Lynch & Co., Inc.
She received a graduate degree from The Wharton School of the University of Pennsylvania, an MBA from The University of Pennsylvania Law School and an undergraduate degree from Dartmouth College.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
CALIFORNIA BANCORP
0.09% | 01/02/2024 | 7 919 ( 0.09% ) | 182 058 $ | 29/02/2024 |
Posizioni attive di Julie Levenson
Società | Posizione | Inizio |
---|---|---|
CALIFORNIA BANCORP | Director/Board Member | 02/02/2021 |
La Honda Advisors LLC
La Honda Advisors LLC Investment Banks/BrokersFinance La Honda Advisors LLC is an investment banking advisory firm founded in 2012 and located in the heart of Silicon Valley. The American company provides unbiased financing and M & A advice to entrepreneurs and business builders in various sectors, including software, mobility, ecommerce, robotics, autonomous tech, IoT, fintech, healthcare, and more. La Honda Advisors leverages its network of investor and strategic party relationships to deliver thoughtful services. The private company recognizes that business is personal and that every client has unique goals. The company was founded by Julie J. Levenson. | Founder | 01/01/2012 |
California Bank of Commerce
California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA. | Director/Board Member | 02/02/2021 |
Precedenti posizioni note di Julie Levenson
Società | Posizione | Fine |
---|---|---|
VELODYNE LIDAR | Director/Board Member | 01/01/2020 |
PGP Capital Advisors LLC
PGP Capital Advisors LLC Investment Banks/BrokersFinance PGP Capital Advisors, LLC provides investment-banking services. It offers financial advisory and capital raising services. The company was founded by Stewart M. Kim in 2002 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | 01/05/2012 |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Corporate Officer/Principal | 01/01/2011 |
Cowen Group, Inc. /Old/
Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. | Corporate Officer/Principal | 04/11/2009 |
HOULIHAN LOKEY, INC. | Corporate Officer/Principal | 01/11/2007 |
Formazione di Julie Levenson
Dartmouth College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Graduate Degree |
The University of Pennsylvania Law School | Masters Business Admin |
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
Società quotate in Borsa | 1 |
---|---|
HOULIHAN LOKEY, INC. | Finance |
Aziende private | 8 |
---|---|
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Finance |
Cowen Group, Inc. /Old/
Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. | Finance |
La Honda Advisors LLC
La Honda Advisors LLC Investment Banks/BrokersFinance La Honda Advisors LLC is an investment banking advisory firm founded in 2012 and located in the heart of Silicon Valley. The American company provides unbiased financing and M & A advice to entrepreneurs and business builders in various sectors, including software, mobility, ecommerce, robotics, autonomous tech, IoT, fintech, healthcare, and more. La Honda Advisors leverages its network of investor and strategic party relationships to deliver thoughtful services. The private company recognizes that business is personal and that every client has unique goals. The company was founded by Julie J. Levenson. | Finance |
PGP Capital Advisors LLC
PGP Capital Advisors LLC Investment Banks/BrokersFinance PGP Capital Advisors, LLC provides investment-banking services. It offers financial advisory and capital raising services. The company was founded by Stewart M. Kim in 2002 and is headquartered in Los Angeles, CA. | Finance |
California Bank of Commerce
California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA. | Finance |
Merrill Lynch & Co., Inc. | Finance |
California BanCorp | |
Graf Industrial Corp.
Graf Industrial Corp. Financial ConglomeratesFinance Graf Industrial Corp. is a blank check company, which engages in effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on June 26, 2018 and is headquartered in Houston, TX. | Finance |