GERALD D. LEVITZCFA® | CIO | President of Investment Management & Research
120 White Plains Road, Suite 140
Tarrytown, New York 10591
Jerry has been with TBP Advisors and its predecessor firm, Thorson, Brown & Plunkett of Greenwich, CT, as a Principal and Portfolio Manager since 1984 and was named President after it became an independent firm in 1999. Prior to this, he worked in the Institutional Investment Department of Brown Brothers Harriman & Company in New York City.
His lifelong passion for investment research and the real world experience of managing investments to help his clients achieve life’s goals, allow him to appreciate all the preparation and anticipation required to be a successful fiduciary. His research on Quantitative Risk Management was published in the Financial Analyst Journal in 1974 and has been quoted in several investment textbooks.
Jerry has a BA in Economics from Cornell University and an MBA in Finance from the Wharton School of the University of Pennsylvania. He also is a Chartered Financial Analyst and is a member of the New York Society of Security Analysts and The CFA Institute.