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Brett Levy

Analyst at J. Goldman & Co. LP

New York, NY , United States

About

Brett Levy is currently an Analyst at J. Goldman & Co., L.P., based in New York, NY. In his role, he is responsible for conducting in-depth investment research and providing actionable insights to support the firm’s equity strategies. Levy's analyses are integral to the firm's decision-making processes, with a particular focus on public equities.

Throughout his career, Brett Levy has built extensive experience covering various sectors within the financial industry, having previously held analytical positions at prominent organizations such as UBS Securities LLC, PaineWebber, Inc., Heirloom Capital Management LP, and Value Line Publishing LLC. His past responsibilities have spanned the healthcare, technology, and general long/short equity strategies, underscoring his versatile sector expertise.

Levy holds a degree from Rutgers University and is an alumnus of The Pingry School, which has helped cement his analytical and quantitative skillset. He is recognized for his rigorous research approach and his contributions to asset selection within the investment management industry.

Career History

OrganizationRoleDate RangeDetails
J. Goldman & Co.AnalystUnknown to Present

Education

Rutgers University

1990 1994

The Pingry School

Skills & Expertise

Financial Modeling
Valuation
Bloomberg
Financial Analysis
Analysis
Data Analysis
Equity Research
Equities
Hedge Funds
Capital Markets
Investments
Alternative Investments
Asset Management
Investment Banking
Finance
Portfolio Management
Management
Financial Accounting
Financial Planning
Microsoft Office
Microsoft Excel
Communication

Others at J. Goldman & Co. LP (42)

NameRoleLocation
Adam Friedman
Adam Friedman
AnalystNew York, NY , United States
A
Adam Zucker
Partner and Portfolio ManagerNew York, NY , United States
Anthony Morra
Anthony Morra
AnalystSetauket- East Setauket, NY , United States
B
Bo Yang
Portfolio ManagerNew York, NY , United States
D
Daniel Koch
AnalystDallas, TX , United States
David Mack
David Mack
Partner and Portfolio ManagerBoston, MA , United States
Drew Ronkowitz
Drew Ronkowitz
Portfolio ManagerCedar Grove, NJ , United States
E
Eric Brown
Portfolio ManagerNew York, NY , United States
G
George Wang
Senior AnalystNew York, NY , United States
H
Harlan Piper
Portfolio ManagerUnited States
Showing 1-10 of 42 team members

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