David Levy
Director/Board Member at FIRSTSUN CAPITAL BANCORP
Net worth: 128 765 $ as of 29/04/2024
Profile
David W.
Levy is currently a Managing Director at Pickwick Capital Partners LLC, a Director at FirstSun Capital Bancorp, a Director at Old Dominion National Bank, and a Director at ODNB Financial Corp.
Previously, he was a Vice Chairman-Investment Banking at Cowen & Co. (New York), a Senior Managing Director at Bear, Stearns & Co., Inc., and a Managing Director at Salomon Brothers, Inc. He received his undergraduate degree and MBA from The Wharton School of the University of Pennsylvania.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
FIRSTSUN CAPITAL BANCORP
0.01% | 05/03/2024 | 3,679 ( 0.01% ) | 128 765 $ | 29/04/2024 |
David Levy active positions
Companies | Position | Start |
---|---|---|
FIRSTSUN CAPITAL BANCORP | Director/Board Member | 31/12/2016 |
Pickwick Capital Partners LLC
Pickwick Capital Partners LLC Investment Banks/BrokersFinance Pickwick Capital Partners LLC is a broker/dealer located in White Plains, New York. They provide an array of trading and execution services for their clients. The firm does not provide any internal research | Chief Executive Officer | 31/12/2011 |
Old Dominion National Bank
Old Dominion National Bank Major BanksFinance Old Dominion National Bank operates as a nationally chartered commercial bank. The firm offers commercial banking solutions, mortgage and personal banking services. Its products include insured cash sweep, business money market business, commercial and business interest checking. The company is headquartered in Tysons Corner, VA. | Director/Board Member | 31/10/2013 |
ODNB Financial Corp.
ODNB Financial Corp. Regional BanksFinance ODNB Financial Corp. provides banking and financial services. The company is based in Tyson's Corner, VA. The company was founded in 2022. The CEO is Mark S. Merrill. | Director/Board Member | - |
Former positions of David Levy
Companies | Position | End |
---|---|---|
Cowen & Co. (New York) | Corporate Officer/Principal | 31/12/2009 |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Chief Executive Officer | 31/12/2007 |
Salomon Brothers, Inc. | Corporate Officer/Principal | - |
Training of David Levy
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
FIRSTSUN CAPITAL BANCORP | Finance |
Private companies | 6 |
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Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Cowen & Co. (New York) | Finance |
Pickwick Capital Partners LLC
Pickwick Capital Partners LLC Investment Banks/BrokersFinance Pickwick Capital Partners LLC is a broker/dealer located in White Plains, New York. They provide an array of trading and execution services for their clients. The firm does not provide any internal research | Finance |
Salomon Brothers, Inc. | Finance |
Old Dominion National Bank
Old Dominion National Bank Major BanksFinance Old Dominion National Bank operates as a nationally chartered commercial bank. The firm offers commercial banking solutions, mortgage and personal banking services. Its products include insured cash sweep, business money market business, commercial and business interest checking. The company is headquartered in Tysons Corner, VA. | Finance |
ODNB Financial Corp.
ODNB Financial Corp. Regional BanksFinance ODNB Financial Corp. provides banking and financial services. The company is based in Tyson's Corner, VA. The company was founded in 2022. The CEO is Mark S. Merrill. | Finance |
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