Gerald Dana Levitz
Corporate Officer/Principal at The New York Society of Security Analysts, Inc.
Network origin in Gerald Dana Levitz first degree
Entity | Entity type | Industry | |
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CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.
189
| Non-Profit Organization | Miscellaneous Commercial Services | 189 |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.
80
| College/University | Other Consumer Services | 80 |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.
26
| Operating Division | Investment Managers | 26 |
TBP Advisors Ltd.
TBP Advisors Ltd. Investment ManagersFinance Founded in 1999, TBP Advisors Ltd., formerly Thorson Brown & Plunkett, is a registered investment advisor located in Purchase, New York. The firm acquired Douglas, Noyes & Co., Inc. in 2005. TBP Advisors offers equity, fixed-income and balanced account management services to high net-worth individuals, families and small institutions.
6
| Extinct | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gerald Dana Levitz via their personal network
Company | Sector | Related people | Main position |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
University of Nebraska | College/University | Undergraduate Degree | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Pace University | College/University | Masters Business Admin Undergraduate Degree Graduate Degree | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
National Investor Relations Institute
National Investor Relations Institute Miscellaneous Commercial ServicesCommercial Services National Investor Relations Institute operates as an association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The company was founded by DeWitt C. Morrill in 1969 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
State University of New York at Albany | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
City University of New York | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
International Council of Shopping Centers, Inc.
International Council of Shopping Centers, Inc. Real Estate Investment TrustsFinance International Council of Shopping Centers, Inc. serves the global retail real estate industry. Its programs include webinars, global awards program, exhibit, sponsorship and advertising, opportunities. The company was founded in 1957 and is headquartered in New York, NY. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
The Fuqua School of Business | College/University | Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Graduate Degree | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Siena College | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin Graduate Degree | |
Rutgers State University of New Jersey | College/University | Director/Board Member Undergraduate Degree | |
National Association of Real Estate Investment Trusts, Inc.
National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
SternAegis Ventures LLC
SternAegis Ventures LLC Investment ManagersFinance SternAegis Ventures LLC (SternAegis Ventures) is a private equity/venture capital firm, a subsidiary of Aegis Capital Corp. founded in 2012. The firm is headquartered in New York. | Investment Managers | Chief Operating Officer Private Equity Investor | |
Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
New York State Society of Certified Public Accountants
New York State Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Investment Managers | Analyst-Equity Analyst-Equity | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree Graduate Degree | |
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Notre Dame | College/University | Graduate Degree Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Graduate Degree | |
TWO HARBORS INVESTMENT CORP. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
United States | 43 |
New Zealand | 2 |
Canada | 2 |
United Kingdom | 2 |
France | 2 |
Sectoral
Consumer Services | 26 |
Finance | 16 |
Commercial Services | 7 |
Miscellaneous | 3 |
Operational
Corporate Officer/Principal | 364 |
Director/Board Member | 258 |
Undergraduate Degree | 96 |
Director of Finance/CFO | 58 |
Chairman | 54 |
Most connected contacts
Insiders | |
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Win Neuger | 40 |
William Rogers | 28 |
Swe Guan Lim | 25 |
John David Chapman | 24 |
Jeffrey P. Parker | 21 |
Robert Charles Shufeldt | 21 |
Wayne Nordberg | 21 |
Steven Gary Chrust | 20 |
Sherry Grisewood | 19 |
Robert Falzon | 19 |
Jonathan D. Shapiro | 18 |
Arlene Isaacs-Lowe | 18 |
John J. Stewart | 18 |
Gordon Baird | 17 |
Weston Hicks | 17 |
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