www.linkedin.com/in/matthewlevycfa
Matthew Levy has extensive investment management experience including securities analysis, both fundamental and technical, new issue analysis & syndication, portfolio research, trading, and back-testing. Matthew is a CFA® charterholder, holds a Bachelor of Science in Economics with a Finance & Business option, was a registered Portfolio Manager, and a Securities Retail Supervisor.
Currently working as a freelance financial copywriter and consultant, providing valuable content and advice for a network of financial advisors, fintech companies, mutual fund and hedge fund managers, among others. This includes financial copywriting, financial modeling, pitchbooks, business plans, and SEO-based marketing pieces.
• Conducted investment research, analysis & advising, to over $600 million in cumulative client assets, both retail and institutional
• Formal training and in-depth knowledge of ethics, quantitative analysis, corporate finance, financial reporting
• Extensive experience with top down and bottom up public company analysis
• Conducted New Issue Analysis
• Conducts back-testing analyses to existing and recommended asset allocations
• Extensive trading experience in both fixed income and equity securities
• Formal training in options & derivatives as well as personal manage
Company Details
- Founded
- -
- Address
- Vancouver, Bc, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Vancouver, BC
Matthew Levy, Cfa Questions
Matthew Levy, Cfa's LinkedIn profile is https://ca.linkedin.com/company/matthew-levy-cfa
Matthew Levy, Cfa's industry is
Financial Services
Matthew Levy, Cfa's top competitors are
Faegre Drinker,
Vca | Asset Management,
Flow Traders,
Crypto Funding,
Forma,
Apollo Capital Management,
General Quantitative, Llc.
Matthew Levy, Cfa's categories are Financial Services
Matthew Levy, Cfa's founding year is 2019
