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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 actively manages client investment portfolio based upon their individual financial and personal needs. The firm provides investment advice with respect to a wide range of investments. | Compliance Officer | 31/12/2023 |
CIG Venture Management LLC
 CIG Venture Management LLC Investment ManagersFinance CIG Venture Management invests in companies located in the United States. The firm targets companies operating in the fields of healthcare, services, medical products, and information technology sectors. It provides financing for early stage capital requirements. | Compliance Officer | 01/04/2013 |
Munder Capital Management
 Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Compliance Officer | - |
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Kimberlee Elizabeth Levy
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Munder Capital Management
Munder Capital Management Investment ManagersFinance Munder Capital Management offers a variety of investment disciplines including large-, mid-, and small-cap growth, small-cap value, international equity and taxable and municipal fixed income. Generally, securities are identified for equity accounts through a variety of fundamental factors such as earnings growth, capital efficiency and valuations. More subjective factors are often considered, such as the quality of the business model, competitive profile and quality of management. Technical factors are also often utilized, such as a company’s relative valuation, momentum and market sentiment. Portfolio construction is monitored and managed through risk controls such as overall tracking effort relative to the portfolio’s benchmark and maintaining discipline on targeted sector exposure, position size and capitalization. Fixed income strategies begin with a view of the economic fundamentals, which may be influenced by the Federal Reserve Bank’s policy intentions, inflation intentions and growth expectations and then key risks are identified, such as regulatory risks, merger and activity risks, and sovereign or contagion risks. These views lead to decisions on how to position a portfolio on the yield curve, opportunistic sector allocations to take advantage of any price discrepancies and, ultimately, security selection. Securities are generally selected by identifying securities with a low probability of a negative credit event, using a proprietary financial ratio model to identify purchase and sale candidates, and searching the market for individual pricing inefficiencies. | Finance |
Michigan State University
 Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Provides brokerage services | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CIG Venture Management LLC
CIG Venture Management LLC Investment ManagersFinance CIG Venture Management invests in companies located in the United States. The firm targets companies operating in the fields of healthcare, services, medical products, and information technology sectors. It provides financing for early stage capital requirements. | Finance |
Concorde Asset Management LLC (Michigan)
Concorde Asset Management LLC (Michigan) Investment ManagersFinance Concorde Asset Management actively manages client investment portfolio based upon their individual financial and personal needs. The firm provides investment advice with respect to a wide range of investments. | Finance |
