John Dunlevy, CFA

John Dunlevy, CFA

Chief Investment Officer

Mr. Dunlevy has nearly 40-Years of investment experience as a Money Manager and Investment Portfolio Strategist.  This includes more than 13-Years as the Investment Strategist for institutional accounts at firms including Fifth Third Securities and Nomura Securities. In these roles he was primarily responsible for producing market commentary, trade ideas and opining on sector relative value. This focus often included creating custom and tax-efficient portfolios.

Prior to his tenure as Portfolio Strategist, Mr. Dunlevy had increasing levels of responsibility within the money management sector.  This included 6-years as the award-winning Lead Portfolio Manager of two publicly- traded Mutual Funds. In addition, Mr. Dunlevy served in senior investment manager roles at Hyperion Capital, TIAA-CREF, and PineBridge Investments (the money manager spun-off from AIG Investments).

Throughout his career, Mr. Dunlevy was also actively involved in money-raising functions which involved extensive client presentations, and which required producing understandable marketing and investment materials.

Finally, Mr. Dunlevy has an extensive track-record in producing strategy and research materials. These publications, market commentaries, and research materials were produced consistently throughout his career. This includes co-authoring a book with Frank Fabozzi and contributing chapters to ten other Fabozzi-authored investment educational books including The Handbook of Fixed Income.

John Dunlevy has a BS degree in Accounting from Boston College and an MBA in Finance from Columbia University. As a CFA since 1989, Dunlevy has acted in an investment fiduciary role when dealing with client investments. John has served on various volunteer boards, mostly related to animal rights.