James Levy Location
- Melbourne, VIC, AU
James Levy Work
- 2023 - now Head of Trading @
- 2022 - 2022 Buyside Trading Consultant @
- 2011 - 2021 Head of Trading, Asia-Pacific @
- 2014 - 2020 Global Head of Trading @
- 2009 - 2010 Senior Sales Trader @
- 2004 - 2008 Head of Trading @
James Levy Education
- Columbia Business School
Executive Education (Value Investing)
2016 - 2016
James Levy Skills
- Trading Systems
- Equities
- Asset Management
- Electronic Trading
- Bloomberg
- Equity Trading
- Series 63
- Hedge Funds
- Equity Research
- ETFs
- FX Options
- Portfolio Management
- Derivatives
- Program Trading
- Financial Markets
- Alternative Investments
- Trading
- Global Asset Management
- Mutual Funds
- Investments
- Financial Services
- Series 7
- Asset Allocation
- Investment Management
- Securities
- Investment Strategies
- Product Management
- Capital Markets
- Client Service
- Separately Managed Accounts
- Investment Advisory
- Series 24
- 401k
- Retirement Planning
- FINRA
- Options
- Commodity
- Bonds
- Relationship Management
- Emerging Markets
James Levy Summary
- James Levy, based in Melbourne, VIC, AU, is currently a Head of Trading at Bell Asset Management. James Levy brings experience from previous roles at Eastspring Investments, HSBC and ITG. James Levy holds a 2016 - 2016 Executive Education in Value Investing @ Columbia Business School. With a robust skill set that includes Trading Systems, Equities, Asset Management, Electronic Trading, Bloomberg and more. James Levy has 2 emails on RocketReach.
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Top Bell Asset Management Employees
Andrew Stewart
Head of Retail Sales
Sydney, NSW, AU
David Morris
Head of Finance
Melbourne, VIC, AU
Lucinda Hill
Chief Operating Officer
Melbourne, VIC, AU
Rob Sullivan
Managing Director, Strategy and Distribution
Sydney, NSW, AU
Ned Bell
Chief Investment Officer
Melbourne, VIC, AU
Joel Connell
Portfolio Manager
Melbourne, VIC, AU
Matt Saddington
Senior Global Equities Analyst
Melbourne, VIC, AU
Helen Squadrito
Head of Institutional Clients
Sydney, NSW, AU
Ella Tassi
Head of Marketing and CX
Melbourne, VIC, AU
Amber Studdert
Executive Assistant to CEO and CIO
Melbourne, VIC, AU
Tim Kelly
Senior Compliance Manager and Company Secretary
Melbourne, VIC, AU
Stephen Bell
Manager - Performance and Reporting
Melbourne, VIC, AU
James Levy
Head of Trading
Melbourne, VIC, AU
Katrina Lee
Global Equities Analyst
Melbourne, VIC, AU
Ross Elliot
Business Development Manager
Sydney, NSW, AU
Johnson Weng
Senior Analyst
Melbourne, VIC, AU
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