Michael Levinson
Director, Chief Investment Office @Bank of America
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WORK HISTORY
Director, Chief Investment Office @Bank of America
Fixed Income Due Diligence AnalystLead analyst covering over 75 strategies across taxable and tax-exempt strategies, including ESG, representing approximately $50 billion in Bank of America and Merrill client assets. Responsible for conducting manager research on third party fixed income taxable and tax-exempt strategies in various investment vehicles including SMA\'s, mutual funds, closed end funds, and offshore funds.Due diligence process entails portfolio manager interviews, written research reports, risk and returns based attribution analysis, and investment committee presentations.Write extensive research reports supporting conviction around manager\'s ability to meet forward looking performance expectations based on the philosophy and process of the manager.Provide actionable recommendations to the discretionary portfolio management team that includes manager selection ideas and asset allocation guidance.Formal presentations on state of markets and covered managers at conferences to financial advisors and asset managers.
EDUCATION
Boston College - Wallace E. Carroll Graduate School of Management
BS
Boston University - School of Management
Masters
SKILLS
ABOUT MICHAEL LEVINSON
Director, Chief Investment Office at Bank of America
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