Philip Levy, CFA, CPA

Portfolio Manager

 

Contact

350 California Street
San Francisco, CA 94104

philip.levy@pfmam.com
415.796.5075 office

Education
B.A. in Business Economics
University of California, Santa Barbara

Professional Designations or Licenses
Chartered Financial Analyst®

Certified Public Accountant (CPA)

Started with PFMAM: 2024

Started in the Field: 1991

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Philip Levy is a Portfolio Manager based in San Francisco, California. He manages taxable short- and intermediate-term multi-sector fixed income strategies for separate accounts and blended portfolios.

Philip joined the firm in 2024 and has over 30 years of experience in portfolio management, credit research, and financial analysis. He holds the Chartered Financial Analyst® (CFA) designation and earned a Bachelor of Arts in Business Economics from the University of California, Santa Barbara.
 

Contact

350 California Street
San Francisco, CA 94104

philip.levy@pfmam.com
415.796.5075 office

Education
B.A. in Business Economics
University of California, Santa Barbara

Professional Designations or Licenses
Chartered Financial Analyst®

Certified Public Accountant (CPA)

Started with PFMAM: 2024

Started in the Field: 1991

Print/Save as PDF

Download Vcard