2011 -
now Managing Director and Partner at Hightower Bethesda @
2003 -
2011 Sr. Vice President - Investments @
1995 -
2003 Vice President @
Jeff Leventhal Education
Towson University
BS (Business Administration)
1988
-
1993
Jeff Leventhal Skills
Asset Allocation
Alternative Investments
Strategic Financial Planning
Investments
Financial Services
Series 7
Wealth Management
Investment Advisory
Retirement Planning
Hedge Funds
Wealth Management Services
Asset Managment
Mutual Funds
Portfolio Management
Securities
Investment Strategies
Series 63
Equities
Financial Advisory
Estate Planning
Fixed Income
Wealth
Finance
Investment Management
High Net Worth Individuals
Project Management
Sales
C++
Financial Modeling
Marketing
Services
Jeff Leventhal Summary
Jeff Leventhal, based in Bethesda, MD, US, is currently a Managing Director and Partner at Hightower Bethesda at Hightower Bethesda. Jeff Leventhal brings experience from previous roles at UBS Financial Services, Inc. and Merrill Lynch. Jeff Leventhal holds a 1988 - 1993 BS in Business Administration @ Towson University. With a robust skill set that includes Asset Allocation, Alternative Investments, Strategic Financial Planning, Investments, Financial Services and more. Jeff Leventhal has 2 emails and 1 mobile phone numbers on RocketReach.
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