Carlos Garcia-Tunon, Cfa

Carlos Garcia-Tunon, Cfa Email and Phone Number

Chief Investment Officer @ The Levitt Foundation
Stamford, CT, US
Carlos Garcia-Tunon, Cfa's Location
New York City Metropolitan Area, United States, United States
Carlos Garcia-Tunon, Cfa's Contact Details

Carlos Garcia-Tunon, Cfa work email

Carlos Garcia-Tunon, Cfa personal email

Carlos Garcia-Tunon, Cfa phone numbers

About Carlos Garcia-Tunon, Cfa

I use my educational and professional background in finance to help business owners, entrepreneurs and investors to value, sell and buy businesses.

Carlos Garcia-Tunon, Cfa's Current Company Details
The Levitt Foundation

The Levitt Foundation

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Chief Investment Officer
Stamford, CT, US
Carlos Garcia-Tunon, Cfa Work Experience Details
  • The Levitt Foundation
    Chief Investment Officer
    The Levitt Foundation
    Stamford, Ct, Us
  • Fordham Gabelli School Of Business
    Adjunct Professor
    Fordham Gabelli School Of Business Sep 2024 - Present
    New York, Ny, Us
    View
  • Murphy Business & Financial Corporation
    Business Transaction Advisor
    Murphy Business & Financial Corporation Aug 2024 - Present
    Clearwater, Fl, Oo
    View
  • Mackay Shields Llc
    Senior Managing Director, Head Of Fundamental Equity
    Mackay Shields Llc 2011 - 2023
    New York, Ny, Us
    Managed a team of equity investors focused on identifying and investing in competitively advantaged companies capable of delivering above average earnings growth
    View
  • Morgan Stanley Investment Management
    Equity Analyst And Portfolio Manager
    Morgan Stanley Investment Management 2003 - 2010
    New York, Ny, Us
    View
  • J.P. Morgan Private Bank
    Associate Portfolio Manager
    J.P. Morgan Private Bank 1997 - 2001
    Managed over $1.2bn in discretionary assets for 60 private clients by analyzing economic and market trends, and making tactical changes to asset allocation, currency exposure, and positions in individual securities
    View

Carlos Garcia-Tunon, Cfa Skills

Equities Emerging Markets Valuation Portfolio Management Mutual Funds Financial Statement Analysis Equity Research Hedge Funds Alternative Investments Investment Strategies Asset Allocation Fixed Income Bloomberg Private Equity Asset Managment Capital Markets Investment Banking Financial Modeling Investments Equity Valuation

Carlos Garcia-Tunon, Cfa Education Details

  • The Wharton School
    The Wharton School
  • The Wharton School
    The Wharton School
    Accounting
  • Georgetown University
    Georgetown University
    Business Administration
  • Gonzaga College High School
    Gonzaga College High School
  • Georgetown University
    Georgetown University
  • Georgetown University
    Georgetown University
  • Georgetown University
    Georgetown University
  • Georgetown University
    Georgetown University
    Bachelor Of Business Administration - Bba

Frequently Asked Questions about Carlos Garcia-Tunon, Cfa

What company does Carlos Garcia-Tunon, Cfa work for?

Carlos Garcia-Tunon, Cfa works for The Levitt Foundation

What is Carlos Garcia-Tunon, Cfa's role at the current company?

Carlos Garcia-Tunon, Cfa's current role is Chief Investment Officer.

What is Carlos Garcia-Tunon, Cfa's email address?

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What is Carlos Garcia-Tunon, Cfa's direct phone number?

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What schools did Carlos Garcia-Tunon, Cfa attend?

Carlos Garcia-Tunon, Cfa attended The Wharton School, The Wharton School, Georgetown University, Gonzaga College High School, Georgetown University, Georgetown University, Georgetown University, Georgetown University.

What skills is Carlos Garcia-Tunon, Cfa known for?

Carlos Garcia-Tunon, Cfa has skills like Equities, Emerging Markets, Valuation, Portfolio Management, Mutual Funds, Financial Statement Analysis, Equity Research, Hedge Funds, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income.

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