Ed Leventhal Email and Phone Number
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In a nutshell, this is me:Number 1? Family and religion.Number 5? Markets.There's no 2, 3 or 4.A lifetime (now measured in decades!) on Wall Street, from buying my first share of stock at age 10 (custodial account w/my Dad putting in the order) to spending 22+ years at Salomon Brothers/Citigroup (where the highlight was the last 7 years running Global Emerging Markets customer business), to running my own investment management company (just friends & family) to now managing family assets in my Family Investment Office. My focus at this time is solely on global, liquid, public markets: Equities, commodities, currencies and bonds. (Within equities, a targeted portfolio in biotech).If I can't hit a button to get into or out of an investment, I don't do it!
Family Investment Office
View- Website:
- familyofficepartners.org
- Employees:
- 23
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Trader And Investor Global Liquid MarketsFamily Investment OfficeFlorida, United States
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Trader/Investor Global Liquid MarketsFamily Investment Office 2018 - Present
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Founder & Chief Investment OfficerSoos Global Capital Advisors, Llc 2009 - 2018Soos Global is an investment management company specializing in separately managed accounts for a select group of high-net-worth private and institutional investors. We offer a choice of actively managed strategies, differing by levels of risk, all based on global-macro, thematic, multi-cap, value opportunities. Diversified portfolios of stocks, bonds, currencies and commodities are designed and actively managed using a research intensive process that is driven by geopolitical risk assessments, fundamental equity and credit research, and technical charting analysis. We have chosen Fidelity Investments as our recommended custodian for our client funds and securities, and as our primary trading desk through which we access a complete menu of financial products. Please visit our website at www.soosglobal.com where you'll find more information about Soos Global, our various services and fees, a key contact link and important disclosure information.(Soos Global Capital Advisors, LLC is registered in the State of New York as a Registered Investment Advisor company).
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Managing DirectorSalomon Brothers/Citigroup 1986 - 2008Soos Global Capital Advisors, LLC was founded by our Principal, Edward J. Leventhal, after a 23-year career at Salomon Brothers, which became Citigroup through mergers. Since 2002, Ed was among Citigroup's Senior Management (top 1% of the firm).After graduating from The Wharton School of Business in 1982, Ed started his career in Corporate Banking at Bank of America, where, for four years, he was an associate in the Fortune 500 group advising international companies such as Macy's, American Brands, RJReynolds, Zayre Stores and JC Penney. In 1986, in addition to completing his MBA at New York University, Ed moved to Salomon Brothers, where he worked for the next 23 years, through its mergers with Travelers and then Citigroup. During that time, he was in institutional sales and trading advising many of the largest hedge funds, banks, mutual funds, central banks and other government institutions on investment opportunities in various asset classes all over the world. His career advanced from US Treasury sales with specialization in derivatives, to heading the Global Government Bond team in the US, followed by managing Salomon's West Coast Fixed Income business (based in San Francisco), after which he returned to NY to become Global Product Manager of Emerging Markets, and finally, leading Global Relationship Management for Citigroup's premier institutional clients across Equities and Fixed Income around the globe.
Ed Leventhal Education Details
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Nyu Stern School Of BusinessEconomics -
The Wharton SchoolEconomics
Frequently Asked Questions about Ed Leventhal
What company does Ed Leventhal work for?
Ed Leventhal works for Family Investment Office
What is Ed Leventhal's role at the current company?
Ed Leventhal's current role is Trader and Investor Global Liquid Markets.
What is Ed Leventhal's email address?
Ed Leventhal's email address is ed****@****bal.com
What is Ed Leventhal's direct phone number?
Ed Leventhal's direct phone number is +191455*****
What schools did Ed Leventhal attend?
Ed Leventhal attended Nyu Stern School Of Business, The Wharton School.
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