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Jeff Leventhal
Gestionnaire de Portefeuille-Actions chez
Hightower Advisors LLC
Profil
Mr. Jeffrey E.
Leventhal is a Managing Director & Partner at HighTower Advisors LLC.
He joined the firm in September 2011.
Mr. Leventhal specializes in complex financial planning, estate-planning strategies, institutional money management and small business consulting.
Previously, Mr. Leventhal served as Senior Vice President of Investments at UBS.
He has over 20 years of experience in finance and was selected by Barron’s in 2009, 2010, 2011, 2013 and 2016 as one of the Top 1000 Financial Advisors.
In addition to being a Barron’s top advisor, he was also selected as one of Barron’s 2016 Top 20 advisors in Maryland.
He was featured by the Financial Times in 2016 as one of the top 300 Registered Investment Advisers in the country.
The Washington Business Journal recognized HighTower Bethesda as an NABCAP Premier Advisor because of their high quality in Wealth Management.
Mr. Leventhal graduated from the Towson University where he majored in Business Administration and he is Member of the Investment Management Consultants Association.
Postes actifs de Jeff Leventhal
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/09/2011 |
Anciens postes connus de Jeff Leventhal
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Gestionnaire de Portefeuille-Actions | 01/08/2011 |
Formation de Jeff Leventhal
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Towson University
 Towson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
