Peter Frederic Levin
Portefeuillebeheerder-Aandelen bij Madison Financial Advisors Ltd.
Profiel
Mr. Peter F.
Levin, CFA, is a Consulting Investment Strategist at Madison Financial Advisors Ltd.
Mr. Levin co-founded Greystone Investment Management, LLC, a Cincinnati-based firm that joined Madison in January 2019.
He served as Greystone’s Chairman and Chief Investment Officer for close to 20 years.
Prior to founding Greystone, he was with Bartlett & Co for over 30 years, serving in various leadership capacities including Partner, Member of the Board of Directors, Senior Portfolio Manager, Head of Equity Research and Chairman of Mutual Funds.
Mr. Levin earned his B.A.
from Williams College and holds a Bachelor of Laws degree from the University of Michigan, School of Law.
He serves on the Boards of the Cincinnati Psychoanalytic Institute, Ohio Justice & Policy Center, and Project Grad.
In addition, he also serves as President of the Levin Family Foundation.
Actieve functies van Peter Frederic Levin
| Bedrijven | Functie | Begin |
|---|---|---|
Madison Financial Advisors Ltd.
 Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Portefeuillebeheerder-Aandelen | 01-01-2019 |
Eerdere bekende functies van Peter Frederic Levin
| Bedrijven | Functie | Einde |
|---|---|---|
Greystone Investment Management LLC
 Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Algemeen Directeur | 01-01-2016 |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Directeur van Onderzoek - Eigen Vermogen | 28-02-2001 |
Opleiding van Peter Frederic Levin
| Williams College | Undergraduate Degree |
| University of Michigan | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Madison Financial Advisors Ltd.
Madison Financial Advisors Ltd. Investment ManagersFinance Madison Financial Advisors Ltd. (Madison) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by James R. McDermott in 2000 and does business as Madison Wealth Management. In 2024, they were acquired by MAI Capital Management LLC, which is ultimately owned by MAI Capital Management Holdings LLC. Madison provides wealth management services to individuals, families and their related entities, trusts and estates, and family businesses. | Finance |
