Profile
Mr. Jake Levinson, CFA, is a Director at Melius Research LLC covering the Multi-Industry sector.
Mr. Levinson is responsible for the Industrial Distribution space and also serves as Associate Director of Research.
Mr. Levinson was previously employed as an Assistant Vice President by Barclays Capital, Inc. and a Senior Investment Operations Analyst by Cambridge Associates LLC.
He received his B.A. in International Affairs from The George Washington University and is a CFA Charterholder.
Jake Levinson active positions
| Companies | Position | Start |
|---|---|---|
Melius Research LLC
Melius Research LLC Investment ManagersFinance Provides investment research | Director of Research - Equity | 2017-08-31 |
Former positions of Jake Levinson
| Companies | Position | End |
|---|---|---|
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2017-07-31 |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Corporate Officer/Principal | 2014-05-30 |
Training of Jake Levinson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
George Washington University
George Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term. | Finance |
Melius Research LLC
Melius Research LLC Investment ManagersFinance Provides investment research | Finance |
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