![Joel H. Levy](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Joel H. Levy
Portfolio Manager-Fixed Income bei Teachers Advisors LLC
Profil
Mr. Joel H.
Levy is a Portfolio Manager at Teachers Advisors LLC.
He is the sector lead municipal portfolio manager and group head of Nuveen’ public markets municipal taxable and tax-exempt bond strategy team.
Additionally, He is a member of Nuveen’s mutual fund municipal investment team.
He has extensive experience in government having most recently served as the assistant city treasurer and municipal debt manager for the city of Charlotte, North Carolina.
He joined the firm in 2011 after working for Bank of America’s credit, product and pricing group.
He began his municipal finance career working for U.S.
Congressman Michael Forbes and subsequently held analyst positions with the Albany County Comptroller’s Office and the New York Association of Homes and Services for the Aging (NYAHSA).
Additionally, he previously worked for Deloitte as a senior Consultant.
He graduated with a B.A.
and an M.A.
in Economics from The State University of New York – Albany, an M.B.A.
from Wake Forest University and a J.D.
from the Charlotte School of Law.
He has also earned a post-graduate certificate in Corporate Treasury Management from Duke University.
He is a member of the National Federation of Municipal Analysts.
He is a licensed attorney in the state of North Carolina.
Aktive Positionen von Joel H. Levy
Unternehmen | Position | Beginn |
---|---|---|
Teachers Advisors LLC
![]() Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Portfolio Manager-Fixed Income | 01.10.2011 |
Ausbildung von Joel H. Levy
State University of New York at Albany | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Teachers Advisors LLC
![]() Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL provides services to individual and institutional separately managed account clients primarily through investment advisory programs such as wrap-fee and dual contract arrangements, and Exchange Traded Funds. On occasion, the firm provides portfolio recommendations to sponsors of unit investment trusts which are sold by the sponsor through broker-dealers and other firms. | Finance |