Joel H. Levy is a Director, portfolio manager, and senior research analyst for TIAA-CREF Asset Management. Mr. Levy is a co-portfolio manager for TIAA-CREF’s tax-exempt strategies as well as a lead member of the municipal credit team. He is jointly responsible for providing investment recommendations and research coverage for the municipal fixed income credit sectors and the Canadian provinces.
Mr. Levy has extensive experience in government having most recently served as the Assistant City Treasurer and Municipal Debt Manager for the City of Charlotte, N.C. Mr. Levy joined TIAA-CREF in 2011 after working for Bank of America’s Credit, Product, and Pricing group where he helped develop the bank’s post credit crisis risk tolerance guidelines and delinquency metrics.
Mr. Levy began his municipal finance career working for United States Congressman Michael Forbes in Shirley, New York. He subsequently held analyst positions with the Albany County Comptroller’s Office and the New York Association of Homes & Services for the Aging (NYAHSA). Additionally, Mr. Levy previously worked for Deloitte as a Senior Consultant where he covered clients in the housing, gaming, technology, financial services, and manufacturing industries.
Mr. Levy holds a B.A. and a M.A. in Economics from The State University of New York – Albany and an M.B.A. from Wake Forest University. He has also earned a post-graduate certificate in Corporate Treasury Management from Duke University with additional post-graduate studies in Law. Mr. Levy is the Vice Chairman of the Mecklenburg County Board of Equalization and Review having been appointed by the Mecklenburg County Board of County Commissioners. He is a member of the National Federation of Municipal Analysts (NFMA) and is a Board Member for the Southern Municipal Finance Society (SMFS).