David Levi, Cfa

David Levi, Cfa Email and Phone Number

Managing Partner, CEO Brookfield Global Client Group @ Brookfield Asset Management
New York, NY, US
David Levi, Cfa's Location
New York, New York, United States, United States
David Levi, Cfa's Contact Details
About David Levi, Cfa

David Levi, Cfa is a Managing Partner, CEO Brookfield Global Client Group at Brookfield Asset Management. He possess expertise in cfa, alternative investments, hedge funds, asset managment, mutual funds and 18 more skills.

David Levi, Cfa's Current Company Details
Brookfield Asset Management

Brookfield Asset Management

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Managing Partner, CEO Brookfield Global Client Group
New York, NY, US
Website:
ci.brookfield.wi.us/index.aspx
David Levi, Cfa Work Experience Details
  • Brookfield Asset Management
    Managing Partner, Ceo Brookfield Global Client Group
    Brookfield Asset Management
    New York, Ny, Us
    View
  • Brookfield Asset Management
    Managing Partner, Ceo Brookfield Global Client Group
    Brookfield Asset Management Jan 2024 - Present
    New York, New York, Us
    David Levi is a Managing Partner and Chief Executive Officer of Brookfield’s Global Client Group. In this role, he is responsible for Brookfield’s client relationships across the organization, including the expansion of fund offerings, client solutions, and servicing its large and growing institutional and private wealth client base. Prior to this, Mr. Levi was Managing Partner and CEO of Brookfield Oaktree Wealth Solutions, which is responsible for Brookfield and Oaktree’s relationships with private wealth clients globally.Prior to joining Brookfield in 2014, Mr. Levi was Head of global business development at Nuveen Investments, after holding similar positions at AllianceBernstein and Legg Mason.Mr. Levi holds a Master of Business Administration degree from Columbia Business School and a Bachelor of Arts degree from Hamilton College. He is a Fellow of the 2019 class of the Aspen Finance Leaders Fellowship, a member of the Aspen Global Leadership Network and holds the Chartered Financial Analyst designation.
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  • Brookfield Asset Management
    Managing Partner, Ceo Brookfield Oaktree Wealth Solutions
    Brookfield Asset Management Apr 2021 - Feb 2024
    New York, New York, Us
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  • Brookfield Asset Management
    Managing Partner, Ceo Brookfield Public Securities Group
    Brookfield Asset Management 2014 - Feb 2024
    New York, New York, Us
    View
  • The Aspen Institute
    Finance Leaders Follow At The Aspen Institute
    The Aspen Institute 2019 - Present
    Washington, District Of Columbia, Us
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  • Nuveen
    Managing Director, Head Of Global Business Development
    Nuveen 2009 - 2014
    New York, Ny, Us
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  • Alliancebernstein
    Senior Managing Director, Global Business Development And Marketing
    Alliancebernstein 2004 - 2009
    Nashville, Tn, Us
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  • Legg Mason
    Managing Director, Head Of Marketing And Product Management
    Legg Mason 2001 - 2004
    San Mateo, California, Us
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  • J.P. Morgan Asset Management
    Vice President Strategic Planning & Business Development
    J.P. Morgan Asset Management 1996 - 2001
    New York, Ny, Us
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  • Ab
    Quantitative Analyst, Global Equities
    Ab 1993 - 1995
    Nashville, Tn, Us
    View

David Levi, Cfa Skills

Cfa Alternative Investments Hedge Funds Asset Managment Mutual Funds Asset Allocation Equities Series 7 Fixed Income Investment Strategies Investments Portfolio Management Wealth Management Capital Markets Bloomberg Emerging Markets Separately Managed Accounts Investment Management Fund Of Funds Financial Markets Investor Relations Series 24 International Sales

David Levi, Cfa Education Details

  • Columbia Business School
    Columbia Business School
    Finance
  • Hamilton College
    Hamilton College

Frequently Asked Questions about David Levi, Cfa

What company does David Levi, Cfa work for?

David Levi, Cfa works for Brookfield Asset Management

What is David Levi, Cfa's role at the current company?

David Levi, Cfa's current role is Managing Partner, CEO Brookfield Global Client Group.

What is David Levi, Cfa's email address?

David Levi, Cfa's email address is da****@****eld.com

What schools did David Levi, Cfa attend?

David Levi, Cfa attended Columbia Business School, Hamilton College.

What skills is David Levi, Cfa known for?

David Levi, Cfa has skills like Cfa, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management.

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