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Joel H. Levy
Portfolio Manager-Fixed Income at Teachers Advisors LLC
Profile
Mr. Joel H.
Levy is a Portfolio Manager at Teachers Advisors LLC.
He is the sector lead municipal portfolio manager and group head of Nuveen’ public markets municipal taxable and tax-exempt bond strategy team.
Additionally, He is a member of Nuveen’s mutual fund municipal investment team.
He has extensive experience in government having most recently served as the assistant city treasurer and municipal debt manager for the city of Charlotte, North Carolina.
He joined the firm in 2011 after working for Bank of America’s credit, product and pricing group.
He began his municipal finance career working for U.S.
Congressman Michael Forbes and subsequently held analyst positions with the Albany County Comptroller’s Office and the New York Association of Homes and Services for the Aging (NYAHSA).
Additionally, he previously worked for Deloitte as a senior Consultant.
He graduated with a B.A.
and an M.A.
in Economics from The State University of New York – Albany, an M.B.A.
from Wake Forest University and a J.D.
from the Charlotte School of Law.
He has also earned a post-graduate certificate in Corporate Treasury Management from Duke University.
He is a member of the National Federation of Municipal Analysts.
He is a licensed attorney in the state of North Carolina.
Joel H. Levy active positions
Companies | Position | Start |
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Teachers Advisors LLC
![]() Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL offers or provides investment advisory services to a broad range of primarily institutional clients such as investment companies and other pooled investment vehicles. | Portfolio Manager-Fixed Income | 2011-09-30 |
Training of Joel H. Levy
State University of New York at Albany | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Teachers Advisors LLC
![]() Teachers Advisors LLC Investment ManagersFinance Teachers Advisors LLC (TAL) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1993 and formerly known as Teachers Advisors, Inc. They are a subsidiary of Nuveen Finance LLC, ultimately owned by TIAA Board of Governors. TAL offers or provides investment advisory services to a broad range of primarily institutional clients such as investment companies and other pooled investment vehicles. | Finance |
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