Julie Levenson
Director/Board Member chez CALIFORNIA BANCORP
Fortune : 174 218 $ au 31/03/2024
Profil
Julie J.
Levenson is the founder of La Honda Advisors LLC, which was founded in 2012.
She is currently a Director at California Bank of Commerce and an Independent Director at California BanCorp.
She was also a Principal at PGP Capital Advisors LLC from 2011 to 2012 and Head-Technology Private Equity at Merrill Lynch & Co., Inc. from 1999 to 2002.
Ms. Levenson received her undergraduate degree from Dartmouth College in 1984 and her graduate degree from The Wharton School of the University of Pennsylvania.
She also holds an MBA from The University of Pennsylvania Law School.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
CALIFORNIA BANCORP
0,09% | 01/02/2024 | 7 919 ( 0,09% ) | 174 218 $ | 31/03/2024 |
Postes actifs de Julie Levenson
| Sociétés | Poste | Début |
|---|---|---|
| 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 |
Anciens postes connus de Julie Levenson
| Sociétés | Poste | Fin |
|---|---|---|
| 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 |
Formation de 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 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| HOULIHAN LOKEY, INC. | Finance |
| CALIFORNIA BANCORP | Finance |
| Entreprise privées | 7 |
|---|---|
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 |
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 |
