James Levy-Newman Email and Phone Number
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James Levy-Newman personal email
James Levy-Newman is a financial innovator with over 30 years of experience in international finance, investment advisory, and business development.As Head of Iberian Markets and Luxembourg within Savile's Institutional Solution and sales team, my role is initiating the onboarding of new business with independent Asset Managers who seek jurisdiction, diversification, cross-border strategies and asset protection services.He is also the director of Clearwater Private Investment, a specialized firm that transforms real estate assets into world-class senior care facilities in Spain and Portugal. He leverages his expertise in global asset management, investment management, and investments to achieve attractive, consistent, and non-correlated returns for his clients. He is a certified gold contributor at Seeking Alpha, a member of the Senior Care and Housing Association, and a former professor of international financial markets.
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DirectorSavile Capital Group Jun 2024 - PresentMiami, Florida, UsAs the Head of Iberian Markets and Luxembourg within Savile's Institutional Solution and sales team, my role is initiating the onboarding of new business with independent Asset Managers who seek jurisdiction, diversification, cross-border strategies and asset protection services.
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Administrador De CuentaClearwater Private Investment Jun 2016 - Jun 2024CLEARWATER PRIVATE INVESTMENT is a highly specialized firm that occupies a unique niche within the Iberian Senior Care market. Our business model is based on the opportunistic purchase of real estate assets in Spain and Portugal. Our multidisciplinary team applies value-added measures to transform these assets into world class Senior Care facilities. We manage these assets to meet the specific demands of the senior care market for ever increasing quality and range of services for residents.Member, Senior Care and Housing Association -
Professor, Summer Course, International Financial MarketsIeb Aug 2012 - Aug 2014Madrid, Madrid, EsThe aim of the course is to provide knowledge for understanding modern finance together with practice in financial instruments. The modules cover equity, cash and bond portfolio management, interest and currency risk management, together with derivatives -
Partner, Wealth ManagementPrivate Wealth Advisors Jan 2004 - Nov 2012Primary responsibility for portfolio design, execution and maintenance for Wealth Management clients of the Private Wealth Advisors. This company grew manyfold in terms of AUM from its founding in 2004 until its sale to Spain´s Banco Inversis in 2009.
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Senior Vice PresidentMerrill Lynch Nov 1991 - Oct 2003New York, Ny, UsIdentified potential clients, presented products and services of Merrill Lynch,captured new high net worth clients, managed financial assets of clients in severalcurrencies, applied volatility based risk control techniques, and followed compliancerequirements of regulatory authorities in USA, Spain, United Kingdom andSwitzerland.Advisor to the ¨Family Wealth¨ program, implemented by Merrill Lynch to providefinancial services to the leading business owning families in Spain.
James Levy-Newman Skills
James Levy-Newman Education Details
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Syracuse UniversityInternational Business -
Lafayette CollegeInternational Affairs
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Sir James Dunn AcademyHigh School Diploma
Frequently Asked Questions about James Levy-Newman
What company does James Levy-Newman work for?
James Levy-Newman works for Savile Capital Group
What is James Levy-Newman's role at the current company?
James Levy-Newman's current role is Director, Institutional Solutions and Services.
What is James Levy-Newman's email address?
James Levy-Newman's email address is jl****@****ent.com
What schools did James Levy-Newman attend?
James Levy-Newman attended Syracuse University, Lafayette College, Sir James Dunn Academy.
What are some of James Levy-Newman's interests?
James Levy-Newman has interest in Politics, Marketlending, Borrowers And Entrepreneurs.
What skills is James Levy-Newman known for?
James Levy-Newman has skills like Investments, Portfolio Management, Financial Markets, Asset Management, Business Development, Wealth Management, Investment Banking, Financial Services Entrepreneur, P2p Lending, Corporate Finance, Business Planning, Global Asset Management.
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