John A. Levin & Co.
Description
Address: 41 E 57th St, New York, NY 10022 Phone: (212) 259-0800Website: Place name: : Hours: Category: : : : : : Website: http://www.levincap.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Levin Capital Strategies Posting publicly on the Web Write a review Reviews Be the first to review
John A. Levin & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at John A. Levin & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
John A. Levin & Co. Salaries. You can even request information on how much does John A. Levin & Co. pay if you want to. Learn about salaries, pros and cons of working for John A. Levin & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
28 John A. Levin & Co. employees in database. Find out everything there's to know about John A. Levin & Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
John A. Levin & Co. Employees
Employee
Years
Job
Industry
Scott Maguire, CFA, CAIA Scott Maguire, CFA, CAIA's John A. Levin & Co. Experience 2001 - 2006
Job Managing Director, Global Head of Client Service & Marketing CenterSquare Investment Management
Industry Investment Management
Experience
CenterSquare Investment Management (formerly Urdang Capital Management) April 2007 - Present
John A. Levin & Co. 2001 - 2006
Mellon Financial / Laurel Capital Advisors 1989 - 2001
Merrill Lynch 1986 - 1989
General Electric 1985 - 1986
General Electric 1984 - 1985
Skills
Client Service, New Business Development, Asset Managment, Alternative Investments, Hedge Funds, Investments, Equities, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Fixed Income, Due Diligence, Series 63, Capital Markets, Securities, Series 24, Real Estate, Attribution, Product Development, Global Marketing, Global Business..., Investor Relations, Fund Of Funds, Asset Management, Valuation, Private Equity, Institutional..., Client Services
Education
Bentley University 1980 — 1984
BS, Computer Information Systems
Bentley University 1980 — 1984
AS, Accountancy
Bentley University 1980 — 1984
AS, Management
CenterSquare Investment Management (formerly Urdang Capital Management) April 2007 - Present
John A. Levin & Co. 2001 - 2006
Mellon Financial / Laurel Capital Advisors 1989 - 2001
Merrill Lynch 1986 - 1989
General Electric 1985 - 1986
General Electric 1984 - 1985
Skills
Client Service, New Business Development, Asset Managment, Alternative Investments, Hedge Funds, Investments, Equities, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Fixed Income, Due Diligence, Series 63, Capital Markets, Securities, Series 24, Real Estate, Attribution, Product Development, Global Marketing, Global Business..., Investor Relations, Fund Of Funds, Asset Management, Valuation, Private Equity, Institutional..., Client Services
Education
Bentley University 1980 — 1984
BS, Computer Information Systems
Bentley University 1980 — 1984
AS, Accountancy
Bentley University 1980 — 1984
AS, Management
G. Todd Silva's John A. Levin & Co. Experience 1998 - 2000
Job Founder at GoGoMix
Industry Entertainment
Experience
GoGoMix February 2012 - Present
CENTIS, LLC January 2007 - January 2012
Candlewood Capital Management March 2000 - August 2006
John A. Levin & Co. 1998 - 2000
Jennison Associates LLC 1996 - 1998
Scudder Investments 1993 - 1996
Skills
Entrepreneurship, Start-ups, ecommerce, Online Advertising, Business Strategy, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Capital Markets, Asset Management, E-commerce
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Economics and Finance
GoGoMix February 2012 - Present
CENTIS, LLC January 2007 - January 2012
Candlewood Capital Management March 2000 - August 2006
John A. Levin & Co. 1998 - 2000
Jennison Associates LLC 1996 - 1998
Scudder Investments 1993 - 1996
Skills
Entrepreneurship, Start-ups, ecommerce, Online Advertising, Business Strategy, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Capital Markets, Asset Management, E-commerce
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
Lehigh University 1983 — 1987
Bachelor of Science (B.S.), Economics and Finance
Gary Brode Gary Brode's John A. Levin & Co. Experience January 2004 - April 2005
Job Managing Partner and Portfolio Manager at Silver Arrow Capital
Industry Investment Management
Experience
Silver Arrow Investment Management, LLC October 2011 - Present
GEB Consulting January 2009 - October 2011
Akita Capital Management, LLC April 2005 - October 2008
John A. Levin & Co. January 2004 - April 2005
Brahman Capital September 2000 - September 2003
Seneca Capital August 1993 - April 1997
Morgan Stanley July 1991 - July 1993
Skills
Hedge Funds, Equities, Investments, Asset Management, Private Equity, Venture Capital, Capital, Alternative Investments, Financial Modeling, Valuation, Portfolio Management, Due Diligence, Equity Research, Investment Banking, Mergers, Equity Valuation, Asset Managment, Trading, Mergers & Acquisitions, Investment Strategies, Securities, Marathon
Education
University of Michigan 1987 — 1991
BA, Political Science and Business
Silver Arrow Investment Management, LLC October 2011 - Present
GEB Consulting January 2009 - October 2011
Akita Capital Management, LLC April 2005 - October 2008
John A. Levin & Co. January 2004 - April 2005
Brahman Capital September 2000 - September 2003
Seneca Capital August 1993 - April 1997
Morgan Stanley July 1991 - July 1993
Skills
Hedge Funds, Equities, Investments, Asset Management, Private Equity, Venture Capital, Capital, Alternative Investments, Financial Modeling, Valuation, Portfolio Management, Due Diligence, Equity Research, Investment Banking, Mergers, Equity Valuation, Asset Managment, Trading, Mergers & Acquisitions, Investment Strategies, Securities, Marathon
Education
University of Michigan 1987 — 1991
BA, Political Science and Business
John Swift John Swift's John A. Levin & Co. Experience October 1998 - June 2005
Job Senior Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2005 - Present
John A. Levin & Co. October 1998 - June 2005
Merrill Lynch November 1992 - August 1998
Skills
Equities, Series 7, Alternative Investments, Portfolio Management, Asset Management, Mutual Funds, Investments, Series 63, Securities, Wealth Management, Asset Allocation
Education
University of Southern California 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Economics
Neuberger Berman June 2005 - Present
John A. Levin & Co. October 1998 - June 2005
Merrill Lynch November 1992 - August 1998
Skills
Equities, Series 7, Alternative Investments, Portfolio Management, Asset Management, Mutual Funds, Investments, Series 63, Securities, Wealth Management, Asset Allocation
Education
University of Southern California 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1976 — 1980
Bachelor of Arts (BA), Economics
Christine Roesch Christine Roesch's John A. Levin & Co. Experience June 1997 - April 1999
Job Assistant Vice President at Cerberus Capital Management
Industry Investment Banking
Experience
Cerberus Capital Management March 2008 - Present
Gloria Nilson REALTORS, Real Living 2006 - 2008
Heritage House Sotheby's International Realty 2002 - 2006
National Financial Partners April 1999 - October 2001
John A. Levin & Co. June 1997 - April 1999
Smith Barney January 1994 - June 1997
Skills
Real Estate, Management, Account Management, Business Strategy, Financial Analysis, Strategy, Due Diligence, Finance, Budgets, Leadership, Market Research, Project Management, Customer Service, Business Development, Sales, Strategic Planning
Education
Grace Institute 1986 — 1987
Business
City University of New York-College of Staten Island
Business Management
Cerberus Capital Management March 2008 - Present
Gloria Nilson REALTORS, Real Living 2006 - 2008
Heritage House Sotheby's International Realty 2002 - 2006
National Financial Partners April 1999 - October 2001
John A. Levin & Co. June 1997 - April 1999
Smith Barney January 1994 - June 1997
Skills
Real Estate, Management, Account Management, Business Strategy, Financial Analysis, Strategy, Due Diligence, Finance, Budgets, Leadership, Market Research, Project Management, Customer Service, Business Development, Sales, Strategic Planning
Education
Grace Institute 1986 — 1987
Business
City University of New York-College of Staten Island
Business Management
Thomas Grilli Thomas Grilli's John A. Levin & Co. Experience July 2002 - May 2006
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
RiverSource Distributors May 2011 - Present
Genworth Financial April 2008 - January 2011
XTF Global Asset Management March 2007 - February 2008
MainStay Investments July 2006 - March 2007
Neuberger Berman May 2006 - June 2006
John A. Levin & Co. July 2002 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Bryant University 1995 — 1999
BS BA, Finance
RiverSource Distributors May 2011 - Present
Genworth Financial April 2008 - January 2011
XTF Global Asset Management March 2007 - February 2008
MainStay Investments July 2006 - March 2007
Neuberger Berman May 2006 - June 2006
John A. Levin & Co. July 2002 - May 2006
Skills
Alternative Investments, Asset Allocation, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 7
Education
Bryant University 1995 — 1999
BS BA, Finance
Chad E. Brown's John A. Levin & Co. Experience September 2000 - December 2003
Job Founder at Peer Wisdom Groups LLC
Industry Investment Management
Experience
Peer Wisdom Groups LLC January 2014 - Present
SCORE Fairfield County Chapter January 2013 - Present
Independent October 2010 - October 2012
E4 Capital, LLC January 2009 - March 2010
Xylem Global Partners January 2004 - December 2008
John A. Levin & Co. September 2000 - December 2003
Direct Stock Market June 1999 - July 2000
BMO Nesbitt Burns January 1997 - June 1998
Prime Charter Ltd. September 1995 - February 1997
IPO Research, Inc. December 1991 - September 1995
Skills
Equity Research, Equities, Investments, Financial Modeling, Business Strategy, Business Coaching, Trading, Investment Management, Mutual Funds, Entrepreneurship, Alternative Investments, Portfolio Management, IPO, Hedge Funds, Venture Capital, Mergers, Valuation, Strategy, Investment Banking, Capital Markets, Mergers & Acquisitions, Private Equity, Capital, Asset Management, Investment Strategies
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Public Management Program
Harvard University 1967 — 1971
AB, Psychology
The Thacher School 1963 — 1967
High School, Great school! Big on camping, horses
Peer Wisdom Groups LLC January 2014 - Present
SCORE Fairfield County Chapter January 2013 - Present
Independent October 2010 - October 2012
E4 Capital, LLC January 2009 - March 2010
Xylem Global Partners January 2004 - December 2008
John A. Levin & Co. September 2000 - December 2003
Direct Stock Market June 1999 - July 2000
BMO Nesbitt Burns January 1997 - June 1998
Prime Charter Ltd. September 1995 - February 1997
IPO Research, Inc. December 1991 - September 1995
Skills
Equity Research, Equities, Investments, Financial Modeling, Business Strategy, Business Coaching, Trading, Investment Management, Mutual Funds, Entrepreneurship, Alternative Investments, Portfolio Management, IPO, Hedge Funds, Venture Capital, Mergers, Valuation, Strategy, Investment Banking, Capital Markets, Mergers & Acquisitions, Private Equity, Capital, Asset Management, Investment Strategies
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Public Management Program
Harvard University 1967 — 1971
AB, Psychology
The Thacher School 1963 — 1967
High School, Great school! Big on camping, horses
Paul Pani Paul Pani's John A. Levin & Co. Experience March 1996 - December 2002
Job Senior Vice President, Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Jack LaMay's John A. Levin & Co. Experience 2000 - 2003
Job Investment Sales Professional
Industry Financial Services
Experience
Epiphany Advisors 2012 - Present
Alternative Wealth Group June 2008 - March 2012
Old Mutual 2004 - 2007
John A. Levin & Co. 2000 - 2003
Chase Investment Counsel Corporation 2001 - 2002
Provident Investment Counsel 1990 - 2000
Skills
Management, Private Placements, Life Insurance, Strategy, Entrepreneurship, Insurance, Sales, Financial Advisory, Derivatives, Business Development, 401k, Pensions, Estate Planning, Real Estate, Financial Markets, Client Services, Structured Products, Mutual Funds, Asset Allocation, Relationship Management, Competitive Analysis, Financial Planners, Alternative Investments, Series 63, Institutional, Fund Of Funds, Business Strategy, Series 7, Bonds, Financial Planning
Education
University of California, Los Angeles
BA, Business and Government
Epiphany Advisors 2012 - Present
Alternative Wealth Group June 2008 - March 2012
Old Mutual 2004 - 2007
John A. Levin & Co. 2000 - 2003
Chase Investment Counsel Corporation 2001 - 2002
Provident Investment Counsel 1990 - 2000
Skills
Management, Private Placements, Life Insurance, Strategy, Entrepreneurship, Insurance, Sales, Financial Advisory, Derivatives, Business Development, 401k, Pensions, Estate Planning, Real Estate, Financial Markets, Client Services, Structured Products, Mutual Funds, Asset Allocation, Relationship Management, Competitive Analysis, Financial Planners, Alternative Investments, Series 63, Institutional, Fund Of Funds, Business Strategy, Series 7, Bonds, Financial Planning
Education
University of California, Los Angeles
BA, Business and Government
Gregory T. Rogers Gregory T. Rogers's John A. Levin & Co. Experience January 2000 - September 2004
Job Founder & Managing Partner at RayLign Advisory
Industry Management Consulting
Experience
RayLign Advisory December 2004 - Present
Raylor Asset Management Group December 2004 - Present
Ackerman Institute for the Family December 2004 - Present
John A. Levin & Co. January 2000 - September 2004
RogersCasey October 1990 - January 2000
Skills
Strategic Consulting, Investment Consulting, Human Dynamics, Project/process..., Decision making
Education
NYU Stern School of Business 1993 — 1995
MBA, International Finance
Brown University 1984 — 1988
BA, Organizational Behavior & Economics
RayLign Advisory December 2004 - Present
Raylor Asset Management Group December 2004 - Present
Ackerman Institute for the Family December 2004 - Present
John A. Levin & Co. January 2000 - September 2004
RogersCasey October 1990 - January 2000
Skills
Strategic Consulting, Investment Consulting, Human Dynamics, Project/process..., Decision making
Education
NYU Stern School of Business 1993 — 1995
MBA, International Finance
Brown University 1984 — 1988
BA, Organizational Behavior & Economics
Giancarlo Variola, CFA's John A. Levin & Co. Experience 2003 - 2005
Job President & Portfolio Manager at Chiarezza Capital Management
Industry Investment Management
Experience
Chiarezza Capital Management 2013 - Present
Winslow Asset Management 2007 - 2012
John A. Levin & Co. 2003 - 2005
Skills
Equities, Buy-side, Equity Research, Asset Management, Financial Modeling, Valuation, Financial Analysis, Hedge Funds, Investments, Industry Analysis, Portfolio Management, Alternative Investments, Investment Management
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Chiarezza Capital Management 2013 - Present
Winslow Asset Management 2007 - 2012
John A. Levin & Co. 2003 - 2005
Skills
Equities, Buy-side, Equity Research, Asset Management, Financial Modeling, Valuation, Financial Analysis, Hedge Funds, Investments, Industry Analysis, Portfolio Management, Alternative Investments, Investment Management
Education
University of Notre Dame 1999 — 2003
BBA, Finance
Peter Batchelar, CFA Peter Batchelar, CFA's John A. Levin & Co. Experience April 2001 - March 2004
Job VP, Product Management at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2004 - Present
John A. Levin & Co. April 2001 - March 2004
Credit Suisse Asset Management March 2000 - March 2001
Mellon Capital Management January 1998 - January 2000
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1995
MBA, Business
The University of Connecticut School of Business 1989 — 1992
BS, Finance
Virtus Investment Partners April 2004 - Present
John A. Levin & Co. April 2001 - March 2004
Credit Suisse Asset Management March 2000 - March 2001
Mellon Capital Management January 1998 - January 2000
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1995
MBA, Business
The University of Connecticut School of Business 1989 — 1992
BS, Finance
Jacqueline Gamrat Jacqueline Gamrat's John A. Levin & Co. Experience 2004 - 2004
Job Sr. Finance Manager Enterprise Service Center at 1800Flowers.com
Industry Consumer Goods
Experience
1800Flowers.com August 2015 - Present
1800flowers.com November 2013 - Present
Heineken USA August 2012 - October 2013
Avon Products Inc July 2010 - March 2012
Avon Products Inc April 2008 - July 2010
Marchon Eyewear May 2007 - April 2008
Nestle Waters North America August 2004 - May 2006
McCann Erickson November 2004 - August 2005
John A. Levin & Co. 2004 - 2004
IBM 2003 - 2004
Skills
Supply Chain, Forecasting, Logistics, Transportation, P&L, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Month End Close, Budgeting, Budget Preparation, Budget Tracking, Supply Chain Finance, Budgets, Inventory Management, Business Process..., Supply Chain Management, Variance Analysis, Finance, Leadership, SAP
Education
Marist College 2000 — 2004
Bachelor's degree, Finance
Marist College 2000 — 2003
Bachelor of Science, Business Administration
1800Flowers.com August 2015 - Present
1800flowers.com November 2013 - Present
Heineken USA August 2012 - October 2013
Avon Products Inc July 2010 - March 2012
Avon Products Inc April 2008 - July 2010
Marchon Eyewear May 2007 - April 2008
Nestle Waters North America August 2004 - May 2006
McCann Erickson November 2004 - August 2005
John A. Levin & Co. 2004 - 2004
IBM 2003 - 2004
Skills
Supply Chain, Forecasting, Logistics, Transportation, P&L, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Month End Close, Budgeting, Budget Preparation, Budget Tracking, Supply Chain Finance, Budgets, Inventory Management, Business Process..., Supply Chain Management, Variance Analysis, Finance, Leadership, SAP
Education
Marist College 2000 — 2004
Bachelor's degree, Finance
Marist College 2000 — 2003
Bachelor of Science, Business Administration
Sandra Hannon's John A. Levin & Co. Experience September 1992 - March 1996
Job Sr. Sales Governance Officer at BofA Global Capital Management
Industry Financial Services
Experience
BofA Global Capital Management June 2012 - Present
Bank of America February 2011 - June 2012
Bank of America September 2009 - June 2011
Bank of America January 2006 - September 2009
Bank of America February 2004 - January 2006
John A. Levin & Co., Inc. March 1996 - February 2004
John A. Levin & Co. September 1992 - March 1996
Gabelli Asset Management June 1990 - September 1992
Skills
Investment Management..., Change Management, Wrap Operations, Securities, Investment Management, WRAP
Education
Fairfield University 1986 — 1990
Bachelor of Arts (BA), Economics
BofA Global Capital Management June 2012 - Present
Bank of America February 2011 - June 2012
Bank of America September 2009 - June 2011
Bank of America January 2006 - September 2009
Bank of America February 2004 - January 2006
John A. Levin & Co., Inc. March 1996 - February 2004
John A. Levin & Co. September 1992 - March 1996
Gabelli Asset Management June 1990 - September 1992
Skills
Investment Management..., Change Management, Wrap Operations, Securities, Investment Management, WRAP
Education
Fairfield University 1986 — 1990
Bachelor of Arts (BA), Economics
David Sultan's John A. Levin & Co. Experience 2002 - 2006
Job Client Advisor, Endowments & Foundations Group at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
J.P. Morgan Asset Management 2011 - Present
J.P. Morgan Private Bank 2010 - 2011
UBS Investment Bank 2007 - 2008
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1988 - 2001
McKinsey & Company 1984 - 1986
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1980 — 1984
AB, Government
Jeffrey Kutler's John A. Levin & Co. Experience April 2005 - November 2005
Job Executive Director, Institutional Clients North America
Industry Investment Management
Experience
Vontobel Asset Management, Inc. July 2007 - Present
Archery Capital March 2006 - May 2007
John A. Levin & Co. April 2005 - November 2005
Baillie Gifford April 1996 - June 2002
Prudential Investments March 1987 - March 1996
ABD International Inc. 1984 - 1987
Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Fixed Income, Investment Strategies, Emerging Markets, Series 7, Bloomberg, Series 63, Institutional Investors, Asset Allocation, Pension Funds, Wealth Management, Institutional..., Capital Markets, Alternative Investments, Asset Management, Client Services, Investment Management
Education
Binghamton University - School of Management 1975 — 1979
BS, Accounting
Vontobel Asset Management, Inc. July 2007 - Present
Archery Capital March 2006 - May 2007
John A. Levin & Co. April 2005 - November 2005
Baillie Gifford April 1996 - June 2002
Prudential Investments March 1987 - March 1996
ABD International Inc. 1984 - 1987
Skills
Hedge Funds, Equities, Asset Managment, Investments, Mutual Funds, Fixed Income, Investment Strategies, Emerging Markets, Series 7, Bloomberg, Series 63, Institutional Investors, Asset Allocation, Pension Funds, Wealth Management, Institutional..., Capital Markets, Alternative Investments, Asset Management, Client Services, Investment Management
Education
Binghamton University - School of Management 1975 — 1979
BS, Accounting
Pete Spartin's John A. Levin & Co. Experience 2002 - 2005
Job Investment Professional
Industry Investment Management
Experience
Resolute Capital (acq by Torray & Co) 2007 - 2011
Petri Holdings 2000 - 2011
ABN AMRO 2005 - 2007
John A. Levin & Co. 2002 - 2005
Weiss, Peck & Greer 1999 - 2002
Fiduciary Trust Company 1995 - 1998
ASB Capital Management 1985 - 1994
Skills
Asset Managment, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Management
Education
The Johns Hopkins University
Master's Degree, Carey School of Business
McDaniel College
Resolute Capital (acq by Torray & Co) 2007 - 2011
Petri Holdings 2000 - 2011
ABN AMRO 2005 - 2007
John A. Levin & Co. 2002 - 2005
Weiss, Peck & Greer 1999 - 2002
Fiduciary Trust Company 1995 - 1998
ASB Capital Management 1985 - 1994
Skills
Asset Managment, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Mutual Funds, Alternative Investments, Management
Education
The Johns Hopkins University
Master's Degree, Carey School of Business
McDaniel College
Brendan M. Gill's John A. Levin & Co. Experience January 2004 - January 2006
Job Senior Vice President, National Accounts at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 2012 - Present
MFS Investment Management January 2006 - August 2012
John A. Levin & Co. January 2004 - January 2006
Delaware Investments May 2001 - January 2004
Pioneer Investments May 1994 - May 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Human Resources Management
Neuberger Berman August 2012 - Present
MFS Investment Management January 2006 - August 2012
John A. Levin & Co. January 2004 - January 2006
Delaware Investments May 2001 - January 2004
Pioneer Investments May 1994 - May 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Series 6, Investments, Asset Managment, Investment Strategies, Hedge Funds, Securities, FINRA, Equities, Investment Management, Series 24
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
Bachelor of Science (BS), Human Resources Management
Stuart Kovensky's John A. Levin & Co. Experience January 2001 - December 2005
Job Director and Member of Investment Committee Onex Credit Partners, Adjunct Professor New York University
Industry Financial Services
Experience
New York University September 2013 - Present
Onex Credit Partners, LLC January 2006 - Present
John A. Levin & Co. January 2001 - December 2005
Murray Capital Management July 1995 - December 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Investments, Asset Management, Equities, Valuation, Securities, Portfolio Management, Financial Structuring, Investment Banking
Education
New York University 1994 — 1996
Master of Business Administration (MBA), Finance
State University of New York at Binghamton 1985 — 1989
Bachelor of Science, Management and Finance
New York University September 2013 - Present
Onex Credit Partners, LLC January 2006 - Present
John A. Levin & Co. January 2001 - December 2005
Murray Capital Management July 1995 - December 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Investments, Asset Management, Equities, Valuation, Securities, Portfolio Management, Financial Structuring, Investment Banking
Education
New York University 1994 — 1996
Master of Business Administration (MBA), Finance
State University of New York at Binghamton 1985 — 1989
Bachelor of Science, Management and Finance
Julianne Curtis's John A. Levin & Co. Experience April 2004 - January 2005
Job Human Resources Professional
Industry Human Resources
Experience
The Burren / The Skellig July 2007 - Present
Spotfire March 2007 - September 2007
John A. Levin & Co. April 2004 - January 2005
NEPC July 2000 - August 2003
Skills
Customer Service, Performance Management, Employee Relations, Deferred Compensation, Recruiting, Applicant Tracking..., Interviews
Education
Middlesex Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
University of Massachusetts, Amherst
The Burren / The Skellig July 2007 - Present
Spotfire March 2007 - September 2007
John A. Levin & Co. April 2004 - January 2005
NEPC July 2000 - August 2003
Skills
Customer Service, Performance Management, Employee Relations, Deferred Compensation, Recruiting, Applicant Tracking..., Interviews
Education
Middlesex Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
University of Massachusetts, Amherst
Malvi Shah's John A. Levin & Co. Experience May 2000 - August 2005
Job Experienced Operations Associate
Industry Financial Services
Experience
Dreman Value Management March 2008 - Present
Pinnacle Associates September 2005 - January 2008
John A. Levin & Co. May 2000 - August 2005
Skills
Hedge Funds, Bloomberg
Education
Montclair State University 1996 — 2000
Dreman Value Management March 2008 - Present
Pinnacle Associates September 2005 - January 2008
John A. Levin & Co. May 2000 - August 2005
Skills
Hedge Funds, Bloomberg
Education
Montclair State University 1996 — 2000
Neil Stein's John A. Levin & Co. Experience 2002 - 2006
Job Portfolio Manager at Levin Capital Strategies
Industry Financial Services
Experience
Levin Capital Strategies 2006 - Present
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1996 - 2002
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc.
Bucknell University 1990 — 1994
Levin Capital Strategies 2006 - Present
John A. Levin & Co. 2002 - 2006
Credit Suisse First Boston 1996 - 2002
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc.
Bucknell University 1990 — 1994
Stephen Friscia, CFA's John A. Levin & Co. Experience December 2003 - June 2006
Job Managing Director, Portfolio Manager at Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management December 2009 - Present
MacKay Shields August 2008 - December 2009
Bear Stearns Asset Management June 2006 - July 2008
John A. Levin & Co. December 2003 - June 2006
Evergreen Investments 1993 - 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Securities, Capital Markets, Bloomberg, Investments, Investment Strategies, Series 7, Financial Modeling, Asset Allocation
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Finance
State University of New York at New Paltz 1990 — 1992
BS, Finance
Iridian Asset Management December 2009 - Present
MacKay Shields August 2008 - December 2009
Bear Stearns Asset Management June 2006 - July 2008
John A. Levin & Co. December 2003 - June 2006
Evergreen Investments 1993 - 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Securities, Capital Markets, Bloomberg, Investments, Investment Strategies, Series 7, Financial Modeling, Asset Allocation
Education
Pace University - Lubin School of Business 1993 — 1996
MBA, Finance
State University of New York at New Paltz 1990 — 1992
BS, Finance
James Mylett, CFA's John A. Levin & Co. Experience September 2000 - April 2006
Job Experienced Client Portfolio Manager
Industry Financial Services
Experience
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
James Mylett, CFA's John A. Levin & Co. Experience September 2000 - April 2006
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Morgan Stanley November 2012 - November 2013
Niemann Capital Management September 2009 - April 2010
Bear Stearns Asset Management May 2006 - November 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody Asset Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Fixed Income, Relationship Management, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Investment Management, Series 7, Investment Advisory, Capital Markets, Bloomberg, Investments, Wealth Management, ETFs, Series 63, Equity Research, Fund Of Funds, Trading, Private Equity, Derivatives, Bonds, Trading Systems
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
J.P. Morgan November 2013 - Present
Morgan Stanley November 2012 - November 2013
Niemann Capital Management September 2009 - April 2010
Bear Stearns Asset Management May 2006 - November 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody Asset Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Fixed Income, Relationship Management, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Investment Management, Series 7, Investment Advisory, Capital Markets, Bloomberg, Investments, Wealth Management, ETFs, Series 63, Equity Research, Fund Of Funds, Trading, Private Equity, Derivatives, Bonds, Trading Systems
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
A. Medranda's John A. Levin & Co. Experience March 1992 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
John A. Levin & Co. March 1992 - 2006
Education
New York University
John A. Levin & Co. March 1992 - 2006
Education
New York University
Erica Brailey's John A. Levin & Co. Experience 2005 - 2006
Job Equity Research Analyst at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management (formerly ING) July 2010 - Present
HSBC 2006 - 2008
John A. Levin & Co. 2005 - 2006
Skills
Equity Research, Valuation
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Michigan 2001 — 2005
BA, Political Science, History
Voya Investment Management (formerly ING) July 2010 - Present
HSBC 2006 - 2008
John A. Levin & Co. 2005 - 2006
Skills
Equity Research, Valuation
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Michigan 2001 — 2005
BA, Political Science, History
Christopher Unis's John A. Levin & Co. Experience June 2002 - March 2003
Job Regional Vice President/Wirehouse Division at Invesco
Industry Financial Services
Experience
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma