Joel H. Levy is a Director for the Global Public Markets team of TIAA Investments. Mr. Levy has been a member of the Tax-Exempt Bond Strategy team since October 2011. After previously serving as the strategy team’s co-portfolio manager, he was named lead manager in April 2016. Prior to assuming TIAA Investments’ public markets municipal portfolio management responsibilities, he was the Group Head of TIAA Investments’ public markets municipal credit team. In that role, he was responsible for providing investment recommendations and research coverage for the municipal and non-profit fixed income credit sectors including transportation, high yield, housing, healthcare, education, special tax, public utilities, 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 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 an M.A. in Economics from The State University of New York – Albany, an M.B.A. from Wake Forest University, and a Juris Doctorate from the Charlotte School of Law. He has also earned a post-graduate certificate in Corporate Treasury Management from Duke University. Mr. Levy formerly served as 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). Mr. Levy regularly speaks at conferences on topics pertaining to municipal bonds and municipal socially responsible investing.