Gerald Dana Levitz

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Founded in 1999, TBP Advisors Ltd., formerly Thorson Brown & Plunkett, is a registered investment advisor located in Purchase, New York. The firm acquired Douglas, Noyes & Co., Inc. in 2005. TBP Advisors offers equity, fixed-income and balanced account management services to high net-worth individuals, families and small institutions.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

Alexandria Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Arlington, Virginia. The firm was founded in 1987 and is owned by Alexandria PHL Investments LLC and FIC Capital, Inc. Alexandria Capital offers investment management and private wealth advisory services to individuals and families, foundations and trusts, municipalities, businesses, and other financial stewards.