Profil
Kimberlee Elizabeth Levy worked as a Compliance Officer at Munder Capital Management from 2001 to 2008.
She also served as a Principal at H&R Block Financial Advisors from 1999 to 2000.
From 2009 to 2013, she held the position of Chief Compliance Officer at CIG Venture Management LLC.
Currently, she is the Chief Compliance Officer at Concorde Asset Management LLC (Michigan), a position she has held since 2020.
In terms of education, Ms. Levy obtained her undergraduate degree from Michigan State University in 1995.
She then went on to earn a graduate degree from DePaul University in 1998.
Anciens postes connus de Kimberlee Elizabeth Levy
| Sociétés | Poste | Fin |
|---|---|---|
Concorde Asset Management LLC (Michigan)
 Concorde Asset Management LLC (Michigan) Investment ManagersFinance Concorde Asset Management LLC is a registered investment advisor headquartered in Livonia, Michigan. The firm was founded by in 2006 and is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management offers discretionary and nondiscretionary investment management services to individuals, businesses, trusts and estates, retirement plan sponsors and plan participants, foundations, endowments, and other charitable organizations. | Compliance Officer | 31/12/2023 |
CIG Venture Management LLC
 CIG Venture Management LLC Investment ManagersFinance CIG Venture Management LLC (CIG Venture Management) is a venture capital subsidiary of CIG Corp. founded in 2008 by Osman Radwan Minkara. The firm is headquartered in Southfield, Michigan. | Compliance Officer | 01/04/2013 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Compliance Officer | - |
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Corporate Officer/Principal | - |
Formation de Kimberlee Elizabeth Levy
| Michigan State University | Undergraduate Degree |
| DePaul University | Graduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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| Entreprise privées | 4 |
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Munder Capital Management
Munder Capital Management Investment ManagersFinance Founded in 1985, Munder Capital Management is a registered investment advisor and mutual fund manager headquartered in Birmingham, Michigan. The firm is a subsidiary of Victory Capital Management, Inc. and their ultimate parent is Victory Capital Holdings, Inc. Munder provides investment advisory services on a discretionary basis, although they may manage assets on a nondiscretionary basis in certain circumstances. The firm also serves as a sub-adviser to various domestic and non-domestic entities, as well as to separately managed accounts through arrangements they have entered into with other industry professionals. Munder's clients include individuals, financial institutions (such as banks and insurance companies), investment companies (such as mutual funds) and other pooled vehicles, pension and retirement-related accounts, trusts, estates, charitable organizations, corporations and other business entities, and other clients. | Finance |
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
CIG Venture Management LLC
CIG Venture Management LLC Investment ManagersFinance CIG Venture Management LLC (CIG Venture Management) is a venture capital subsidiary of CIG Corp. founded in 2008 by Osman Radwan Minkara. The firm is headquartered in Southfield, Michigan. | Finance |
Concorde Asset Management LLC (Michigan)
Concorde Asset Management LLC (Michigan) Investment ManagersFinance Concorde Asset Management LLC is a registered investment advisor headquartered in Livonia, Michigan. The firm was founded by in 2006 and is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management offers discretionary and nondiscretionary investment management services to individuals, businesses, trusts and estates, retirement plan sponsors and plan participants, foundations, endowments, and other charitable organizations. | Finance |