Mr. Levy is a Managing Director and Investment Committee member responsible for managing Tradition’s Fixed Income Portfolios. He actively manages both taxable and non-taxable portfolios in strategies ranging from Enhanced Cash to Core Plus. He also works on macro-economic analysis as it impacts broad financial markets and fixed income markets. In addition, he contributes his perspective and experience to the asset allocation and manager selection process for outsourced asset management. Mr. Levy possesses over fifteen years of direct market knowledge gained from researching, trading and overseeing portfolios invested across the capital structure. Prior to joining Tradition, he worked with institutional and high net worth clients independently and for Overbrook Management Company, a multi-generational family office. Mr. Levy managed taxable and non-taxable fixed income accounts for foundations, pension funds and family office clients. He also researched and selected managers for portfolios comprised of fixed income and equity mutual funds. Prior to joining Overbrook, Mr. Levy worked in equity research at Epoch Partners, a technology focused investment bank where he covered the Consumer and Internet Technology sectors. At Citigroup (formerly Salomon Brothers), he analyzed risk exposure and option hedging strategies for both the proprietary equity derivatives trading desk and high net worth clients. Before joining Salomon Brothers, Mr. Levy analyzed fixed income trading portfolios for the Market Analysis Group at Credit Lyonnais Securities. He earned a BS with honors from the Wharton School of the University of Pennsylvania and an MBA from the MIT Sloan School of Management.