![Joel H. Levy](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joel H. Levy
Portfolio Manager-Fixed Income chez
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.
Mr. Levy 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.
Postes actifs de Joel H. Levy
| Sociétés | Poste | Début |
|---|---|---|
Teachers Advisors LLC
 Teachers Advisors LLC Investment ManagersFinance TAL manages separate client-focused equity, fixed income and balanced portfolios, and equity, fixed income and balanced mutual funds. The firm invests globally across virtually all asset classes, in both traditional and alternative markets. For equity portfolios, they concentrate on individual companies rather than sectors or industries. TAL looks for companies whose assets appear undervalued in the market. For the fixed income portfolios, the firm conducts their own credit analysis, paying particular attention to economic trends and other market events to construct a portfolio of securities that is diversified, as applicable, by industry, maturity, duration, credit quality and country. | Portfolio Manager-Fixed Income | 01/10/2011 |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Formation de Joel H. Levy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Teachers Advisors LLC
Teachers Advisors LLC Investment ManagersFinance TAL manages separate client-focused equity, fixed income and balanced portfolios, and equity, fixed income and balanced mutual funds. The firm invests globally across virtually all asset classes, in both traditional and alternative markets. For equity portfolios, they concentrate on individual companies rather than sectors or industries. TAL looks for companies whose assets appear undervalued in the market. For the fixed income portfolios, the firm conducts their own credit analysis, paying particular attention to economic trends and other market events to construct a portfolio of securities that is diversified, as applicable, by industry, maturity, duration, credit quality and country. | Finance |
State University of New York at Albany
 State University of New York at Albany Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques. | Finance |
