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Gerald Dana Levitz
Corporate Officer/Principal chez
The New York Society of Security Analysts, Inc.
Profil
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.
Postes actifs de Gerald Dana Levitz
| Sociétés | Poste | Début |
|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | - |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Anciens postes connus de Gerald Dana Levitz
| Sociétés | Poste | Fin |
|---|---|---|
TBP Advisors Ltd.
 TBP Advisors Ltd. Investment ManagersFinance TBP Advisors is a growth investment manager that employs a top-down, macroeconomic investment approach that is based on liquidity cycle analysis and results in the identification of economic trends and investment themes. The firm develops stock market and interest rate assumptions and stock market valuations which lead to policies on the desired exposure to stocks. TBP then uses fundamental analysis and technical growth criteria to select specific securities within the identified sectors. The firm invests in growth stocks across small-, mid- and large market-caps. | President | 01/04/2015 |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Corporate Officer/Principal | 31/12/1983 |
Alexandria Capital LLC
 Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | President | - |
Formation de Gerald Dana Levitz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services. | Finance |
TBP Advisors Ltd.
TBP Advisors Ltd. Investment ManagersFinance TBP Advisors is a growth investment manager that employs a top-down, macroeconomic investment approach that is based on liquidity cycle analysis and results in the identification of economic trends and investment themes. The firm develops stock market and interest rate assumptions and stock market valuations which lead to policies on the desired exposure to stocks. TBP then uses fundamental analysis and technical growth criteria to select specific securities within the identified sectors. The firm invests in growth stocks across small-, mid- and large market-caps. | Finance |
Alexandria Capital LLC
Alexandria Capital LLC Investment ManagersFinance Alexandria Capital manages discretionary investment management of portfolios comprised of common stocks, preferred stocks, ETFs, mutual funds, corporate and tax-exempt bonds, and short-term reserves. The investment process begins with formulating a client-centric strategy covering objectives, needs, time horizon, risk tolerance, and any other desired investment restrictions or parameters. They have four crucial principles that drive their investment philosophy: commitment to research and analysis, minimization of tax and cost friction, application of portfolio construction fundamentals, and customization of tailored portfolio solutions. The firm’s methods of economic, market and security analysis include fundamental analysis, quantitative techniques, and technical analysis. | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
