Jeff Leventhal
Portefeuillebeheerder-Aandelen bij HighTower Advisors LLC
Profiel
Mr. Jeffrey E.
Leventhal is a Managing Director & Partner at HighTower Advisors LLC.
He joined the firm in September 2011.
Mr. Leventhal specializes in complex financial planning, estate-planning strategies, institutional money management and small business consulting.
Previously, Mr. Leventhal served as Senior Vice President of Investments at UBS.
He has over 20 years of experience in finance and was selected by Barron’s in 2009, 2010, 2011, 2013 and 2016 as one of the Top 1000 Financial Advisors.
In addition to being a Barron’s top advisor, he was also selected as one of Barron’s 2016 Top 20 advisors in Maryland.
He was featured by the Financial Times in 2016 as one of the top 300 Registered Investment Advisers in the country.
The Washington Business Journal recognized HighTower Bethesda as an NABCAP Premier Advisor because of their high quality in Wealth Management.
Mr. Leventhal graduated from the Towson University where he majored in Business Administration and he is Member of the Investment Management Consultants Association.
Actieve functies van Jeff Leventhal
| Bedrijven | Functie | Begin |
|---|---|---|
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portefeuillebeheerder-Aandelen | 01-09-2011 |
Eerdere bekende functies van Jeff Leventhal
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Portefeuillebeheerder-Aandelen | 01-08-2011 |
Opleiding van Jeff Leventhal
| Towson University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
