Michael Lebowitz, CFA

Portfolio Manager RIA Advisors, Author www.realinvestmentadvice.com, Partner RIA Pro at RIA Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Washington DC-Baltimore Area
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Jack Scott, CFA

I hired Mike Lebowitz to work with me on the Fannie Mae Short-term funding desk in the Trearsurer's Office. In the time we worked together, Mike demonstrated himself to be a strong intellect, capable trader and risk manager as well as a person of high integrity. His ability to marshal resources and motivate people are among his many strengths and what I believe makes him such a unique talent. His accomplishments speak for themselves and he has made significant contributions to shareholder value in his tenrue at Fannie Mae.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • RIA Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager RIA Advisors, Author www.realinvestmentadvice.com, Partner RIA Pro
      • Jan 2019 - Present

      At RIA Advisors, we work with a wide range of individuals, families, and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals, and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance. Show less

  • 720 Global
    • Translation and Localization
    • Founding Partner
      • 2015 - Present

      A strategic investment consultant, serving professional investment managers. Our services provide expertise in capital markets, macroeconomic research and analysis, asset allocation, valuation and risk management. A strategic investment consultant, serving professional investment managers. Our services provide expertise in capital markets, macroeconomic research and analysis, asset allocation, valuation and risk management.

  • 720Global and Real Investment Advice
    • Partner 720Global, Portfolio Manager RIA Advisors, Author for Real Investment Advice
      • Oct 2017 - Jan 2019

      Providing actionable investment and economic research and advice Providing actionable investment and economic research and advice

  • Innovation Angel Card
    • Non-profit Organizations
    • Principal
      • 2014 - Jan 2019

      Merging credit card financing and medical innovation. "Doing well while doing good" Merging credit card financing and medical innovation. "Doing well while doing good"

  • Absolute Investment Management
    • Managing Director and Founder
      • Jan 2009 - Mar 2014

      Absolute Invesment Management is an investment advisor focused on a better approach to money management for individuals. We believe in strategies that encompass a wide range of asset classes and are based on macro/global views. Absolute Invesment Management is an investment advisor focused on a better approach to money management for individuals. We believe in strategies that encompass a wide range of asset classes and are based on macro/global views.

  • Fannie Mae
    • Financial Services
    • 100 - 200 Employee
    • Senior Director/ Portfolio Manager
      • Jun 1994 - Jan 2009
  • Freddie Mac
    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Trader
      • Aug 1990 - Jun 1994

Education

  • Miami University
    Bachelor of Science (BS), Finance
    1986 - 1990

Community

You need to have a working account to view this content. Click here to join now