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Profil
Peter Frederic Levin was the founder of Greystone Investment Management LLC, serving as Chairman, Chief Investment Officer & Member from 2016 to 2019.
Former job at Bartlett & Co. LLC as Head of Equity Research from 1970 to 2001.
Former job at Madison Financial Advisors Ltd. as Consulting Investment Strategist from 2019 to 2024.
Education includes a graduate degree from the University of Michigan conferred in 1961 and an undergraduate degree from Williams College conferred in 1958.
Anciens postes connus de Peter Frederic Levin
| Sociétés | Poste | Fin |
|---|---|---|
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing. | Gestionnaire de Portefeuille-Actions | 29/01/2024 |
Greystone Investment Management LLC
 Greystone Investment Management LLC Investment ManagersFinance Greystone Investment Management actively manage clients' portfolios according to their unique growth, income, risk, tax, liquidity and other needs. The firm seeks to add value to their clients' portfolios through fundamental security analysis of both equity and debt issues and a strict adherence to their valuation methodology and investment discipline. Greystone generally invests client assets in domestic and international stocks, bonds, mutual funds, options and ETFs. The firm tends to invest for relatively long time horizons, often for a year or more. However, market developments could cause them to sell securities more quickly. Depending on a client’s investment objectives, Greystone might also engage in short selling or option writing. | Directeur Général | 01/01/2016 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Directeur de la Recherche - Actions | 28/02/2001 |
Formation de Peter Frederic Levin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Greystone Investment Management actively manage clients' portfolios according to their unique growth, income, risk, tax, liquidity and other needs. The firm seeks to add value to their clients' portfolios through fundamental security analysis of both equity and debt issues and a strict adherence to their valuation methodology and investment discipline. Greystone generally invests client assets in domestic and international stocks, bonds, mutual funds, options and ETFs. The firm tends to invest for relatively long time horizons, often for a year or more. However, market developments could cause them to sell securities more quickly. Depending on a client’s investment objectives, Greystone might also engage in short selling or option writing. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Williams College
 Williams College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison believes that asset allocation is a key element in determining overall portfolio returns and must accurately reflect their client’s individual goals. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client. Portfolios are generally diversified to increase the opportunity set to manage the risk associated with investing. | Finance |
