Peter Frederic Levin
Portfolio Manager-Aktien bei Madison Financial Advisors Ltd.
Ursprung des Netzwerks ersten Grades von Peter Frederic Levin
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Michigan
42
| College/University | Other Consumer Services | 42 |
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.
24
| Extinct | Investment Managers | 24 |
Williams College
16
| College/University | Other Consumer Services | 16 |
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.
7
| Extinct | Investment Managers | 7 |
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.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Peter Frederic Levin
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Xavier University | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Bartlett & Co. Wealth Management LLC
 Bartlett & Co. Wealth Management LLC Investment ManagersFinance Bartlett & Co. Wealth Management LLC (Bartlett) is a SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. Founded in 2018, the firm is a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Bartlett provides portfolio management services to a diverse client base of high net-worth individuals and families, foundations and endowments, corporate and nonprofit retirement plans, ERISA, public funds and Taft-Hartley plans. | Investment Managers | Chief Executive Officer Chairman Chief Executive Officer Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Fixed Income Portfolio Manager-Equities | |
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 | Graduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Graduate Degree Masters Business Admin | |
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Founder Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Director/Board Member Masters Business Admin Graduate Degree Graduate Degree | |
| Harvard Law School | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Wayne State University (Michigan) | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rose-Hulman Institute of Technology, Inc. | College/University | Undergraduate Degree Undergraduate Degree | |
Johnson Investment Counsel, Inc.
 Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Rational Advisors, Inc.
 Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Allen & Co., Inc.
 Allen & Co., Inc. Investment Banks/BrokersFinance Allen & Co., Inc. engages in private placement, underwriting and brokerage services to entertainment and media companies. The company is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer Chief Executive Officer | |
Michigan Aerospace Corp.
 Michigan Aerospace Corp. Engineering & ConstructionIndustrial Services Michigan Aerospace Corp. engages in the provision of engineering products and services. It specializes in sensor design, data exploitation, and system engineering. The company was founded by Lennard A. Fosk and Paul B. Hays in 1996 and is headquartered in Ann Arbor, MI. | Engineering & Construction | Founder Chief Operating Officer | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
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 | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Georgetown University | College/University | Graduate Degree Undergraduate Degree | |
| Indiana University | College/University | Masters Business Admin Masters Business Admin | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree Graduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Doctorate Degree | |
| Stanford University | College/University | Graduate Degree Doctorate Degree | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Chairman | |
| US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
Giga Information Group, Inc.
 Giga Information Group, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Forrester Research, Inc., Giga Information Group, Inc. provides information technology consulting services. The company is based in Cambridge, MA. Giga Information Group was acquired by Forrester Research, Inc. on March 03, 2003 for $51.25 million. | Miscellaneous Commercial Services | Chairman | |
| MIT Sloan School of Management | College/University | Corporate Officer/Principal | |
The Softad Group LLC
 The Softad Group LLC Information Technology ServicesTechnology Services ChannelNet designs and develops software applications. Its services include lead management, inventory management, sales channel programs, and compliance monitoring. The firm serves the automotive, publishing, energy, finance, telecommunications, technology, consumer electronics, and retail industries. The company was founded by Paula George Tompkins in 1985 and is headquartered in Sausalito, CA. | Information Technology Services | Director/Board Member | |
Micro Focus (US), Inc.
 Micro Focus (US), Inc. Packaged SoftwareTechnology Services Micro Focus (US), Inc. develops implements and supports proprietary, mixed source and open source software. Its solutions include visual cobol, terminal emulation, borland, corba and mainframe solutions. The firm helps to organizations securely deliver and manage computing services across physical, virtual and cloud computing environments. The company was founded in 1983 and is headquartered in Provo, UT. | Packaged Software | Chairman | |
National Bureau of Economic Research, Inc.
 National Bureau of Economic Research, Inc. Investment ManagersFinance National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research. | Investment Managers | Corporate Officer/Principal | |
| American Finance Association | President | ||
| Enterprise Software Roundtable LLC | Founder | ||
| ENTERGY CORPORATION | Electric Utilities | Director/Board Member | |
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Chairman | |
Cedar Capital Partners Ltd.
 Cedar Capital Partners Ltd. Investment ManagersFinance Cedar Capital Partners Ltd. is an Independent Private Equity firm founded in 2004 by Ramsey Mankarious. The firm is headquartered in London. | Investment Managers | Consultant / Advisor | |
Glyndebourne Productions Ltd.
 Glyndebourne Productions Ltd. Movies/EntertainmentConsumer Services Glyndebourne Productions Ltd. promotes music and conducts operatic programs. The company was founded by John Christie and Audrey Mildmay in 1934 and is headquartered in Sussex, the United Kingdom. | Movies/Entertainment | Chairman | |
Glyndebourne Enterprises Ltd.
 Glyndebourne Enterprises Ltd. Specialty StoresRetail Trade Part of Glyndebourne Productions Ltd., Glyndebourne Enterprises Ltd. is a world-leading opera house located in Ringmer, UK. The British company has an extensive repertoire of productions available for hire and has been the venue for the annual Glyndebourne Festival since 1934. Visitors can browse their beginner's guide to Glyndebourne and learn more about each production. | Specialty Stores | Director/Board Member | |
The Cleveland Clinic Foundation
 The Cleveland Clinic Foundation Medical/Nursing ServicesHealth Services The Cleveland Clinic Foundation operates as a non-profit academic, research, and medical center. It offers clinic and hospital care with research and education services. The company was founded by Charles Posternack, George W. Crile, Frank E. Bunts, William E. Lower and John Phillips on February,5 1921 and is headquartered in Cleveland, OH. | Medical/Nursing Services | Director/Board Member | |
| BRAIT PLC | Investment Managers | Director/Board Member | |
The Royal National Theatre
 The Royal National Theatre Movies/EntertainmentConsumer Services The Royal National Theatre operates a theatre. The non-profit company is based in London, UK. and has subsidiaries in United Kingdom. The British company was founded in 1963 by Laurence Olivier. | Movies/Entertainment | Director/Board Member | |
Citicorp Investment Bank Ltd.
 Citicorp Investment Bank Ltd. Regional BanksFinance Part of Citigroup, Inc., Citicorp Investment Bank Ltd. is a British company. | Regional Banks | Chief Executive Officer | |
UBMG Holdings
 UBMG Holdings Internet Software/ServicesTechnology Services UBMG Holdings provides business information services. It offers services to the technology, healthcare, media, automotive and financial services industries. The company is headquartered in London, the United Kingdom. | Internet Software/Services | Chairman |
Statistik
International
| Vereinigte Staaten | 45 |
| Vereinigtes Königreich | 6 |
| Mauritius | 2 |
Sektoral
| Consumer Services | 22 |
| Finance | 16 |
| Technology Services | 5 |
| Commercial Services | 3 |
| Industrial Services | 2 |
Operativ
| Director/Board Member | 219 |
| Corporate Officer/Principal | 143 |
| Undergraduate Degree | 93 |
| Chairman | 78 |
| Portfolio Manager-Equities | 57 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Magdaleno Albarracin | 38 |
| Irving Pompadur | 37 |
| Henry Silverman | 28 |
| Richard Crandall | 26 |
| John Botts | 22 |
| Stanley Zax | 21 |
| Louis Susman | 20 |
| Lionel M. Allan | 14 |
| Edward H. Cohen | 13 |
| Terry Diamond | 13 |
| Richard J. Sideman | 12 |
| John R. Kreick | 12 |
| Issam Bdair | 11 |
| J. Ira Harris | 11 |
| Charles Newman | 10 |
- Börse
- Insiders
- Peter Frederic Levin
- Unternehmensverbindungen
