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Levi Stewart Zurbrugg
Analyst-Equity chez
Saturna Capital Corp.
Profil
Mr. Levi S.
Zurbrugg, CFA MBA, is a Senior Investment Analyst & Portfolio Manager at Saturna Capital Corp.
He joined the firm in June 2019.
Prior to joining the firm, Mr. Zurbrugg worked at the Sustainability Accounting Standards Board as a Sector Analyst for the Consumer Staples sector.
He graduated from Western Washington University with a BA in Business Administration and has an MBA from the University of Washington’s Foster School of Business.
He is a Certified Public Accountant and Chartered Financial Analyst (CFA) charterholder.
Postes actifs de Levi Stewart Zurbrugg
| Sociétés | Poste | Début |
|---|---|---|
Saturna Capital Corp.
 Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Analyst-Equity | 01/06/2019 |
Formation de Levi Stewart Zurbrugg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
10
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Saturna Capital Corp.
Saturna Capital Corp. Investment ManagersFinance Saturna Capital is primarily a long-term investor that seeks to preserve and grow clients’ capital over time. They believe that for the long-term investor, equity securities are the best investment option, but they also recognize that bonds or cash equivalents may be better suited in certain situations. Therefore, the firm also offers advice on most securities commonly held in US investment accounts: domestic and foreign common and preferred stocks; government, corporate and municipal bonds; mutual funds; convertible securities; warrants; exchange-traded option contracts; and partnership interests. | Finance |
Western Washington University
 Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Foster School of Business
 Foster School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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