Liz Levy active positions
Companies | Position | Start | End |
---|---|---|---|
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Analyst-Equity | 2011-12-31 | - |
Portfolio Manager-Equities | 2011-12-31 | - | |
Market Strategist | 2011-12-31 | - |
Career history of Liz Levy
Former positions of Liz Levy
Companies | Position | Start | End |
---|---|---|---|
Winslow Management Co. LLC
Winslow Management Co. LLC Investment ManagersFinance Founded in 1983 by Jack Robinson, Winslow Management Co. LLC is a registered investment advisor located in Boston. They are a subsidiary of Brown Investment Advisory & Trust Co. and their ultimate parent is Brown Advisory, Inc. | Analyst-Equity | 2003-12-31 | 2010-04-11 |
Portfolio Manager-Equities | 2010-04-11 | 2011-12-30 | |
Social Investment Research Service, Inc.
Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Part of Deutsche Börse AG, Social Investment Research Service, Inc. is a company that provides comprehensive and impartial social screening services to the investment community. The company is based in Bethesda, MD. Social Investment Research Service was acquired by Institutional Shareholder Services, Inc., part of Deutsche Börse AG from February 26, 2021 on September 09, 1999. | Corporate Officer/Principal | - | - |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Analyst-Equity | 2010-12-02 | 2012-01-30 |
Portfolio Manager-Equities | 2010-12-02 | 2012-01-30 |
Training of Liz Levy
The College of William & Mary | Undergraduate Degree |
Yale University | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Analyst-Equity | 3 |
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Winslow Management Co. LLC
Winslow Management Co. LLC Investment ManagersFinance Founded in 1983 by Jack Robinson, Winslow Management Co. LLC is a registered investment advisor located in Boston. They are a subsidiary of Brown Investment Advisory & Trust Co. and their ultimate parent is Brown Advisory, Inc. | Finance |
Brown Investment Advisory, Inc.
Brown Investment Advisory, Inc. Investment ManagersFinance Founded in 1993 by J. Dorsey Brown III, Brown Investment Advisory, Inc., also known as Brown Advisory, Inc., is a registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of Brown Investment Advisory & Trust Co. Brown Investment Advisory provides investment advisory and brokerage services to institutions, corporations and high net-worth individuals and families in the U.S. and abroad. | Finance |
Social Investment Research Service, Inc.
Social Investment Research Service, Inc. Publishing: Books/MagazinesConsumer Services Part of Deutsche Börse AG, Social Investment Research Service, Inc. is a company that provides comprehensive and impartial social screening services to the investment community. The company is based in Bethesda, MD. Social Investment Research Service was acquired by Institutional Shareholder Services, Inc., part of Deutsche Börse AG from February 26, 2021 on September 09, 1999. | Consumer Services |
Trillium Asset Management LLC
Trillium Asset Management LLC Investment ManagersFinance Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients. | Finance |
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