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Brian Levitt

Senior Investment Strategist

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Tenure

  • 19 YRS

    Industry

  • 17 YRS

    Oppenheimer

  • B.A. from University of Michigan
  • M.B.A. from Fordham University

Brian Levitt is the Firm’s Senior Investment Strategist. He is responsible for the development and communication of the Firm’s investment outlooks and insights. Mr. Levitt is the co-author of Compelling Wealth Management Conversations, a guidebook that provides advisors tools to help clients navigate uncertain times. He joined the Firm in 2000 in fixed income product management and moved onto the investment strategy group in 2005.

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  • B.A. from University of Michigan
  • M.B.A. from Fordham University

On Twitter Now

@OppFunds Jul 15 You can’t beat the benchmark when you are the benchmark. What this means to #BrianLevitt: http://t.co/OhKL7Gaq9O http://t.co/5cLMNVCK5X

Insights

Global Equity

Q&A: Three Questions Equity Investors Need to Ask

Senior Investment Strategist

Income Strategist

Portfolio Manager Randall Dishmon explains his time-tested approach to global investing.

Markets & Economy

Buffett Might Have Shortchanged His Prediction for the Dow

Senior Investment Strategist

If history is a guide, Buffett’s statement may actually prove an understatement.

Markets & Economy

The Amazon Effect: Do Competitors Stand a Chance?

Senior Investment Strategist

Income Strategist

What Amazon’s rise means for the future of retail, and how the competition is responding.

Markets & Economy

How I Learned to Stop Worrying and Understand U.S. Debt

Senior Investment Strategist

We address what we believe are misperceptions that the U.S. debt is out of control.

Markets & Economy

Wake Me Up When September Ends

Senior Investment Strategist

We think investors should look past September’s historically negative reputation.

Markets & Economy

How this Bull Market Will End

Chief Investment Officer, Portfolio Manager

Senior Investment Strategist

Investment Strategist

If the least loved bull market of our time won’t die of old age, what will cause its demise?

Markets & Economy

Making the Case for Long-Term Investing

Senior Investment Strategist

We believe in resisting the temptation to respond to events in the short run.

Markets & Economy

Long-Term Investing Isn't About Catching Waves

Senior Investment Strategist

We believe the best strategy for long-term investors is to have a plan—and stick to it.

Global Equity

Searching for the Next Big Investment Idea

Senior Investment Strategist

Income Strategist

Why virtual reality, electric cars and healthcare have Portfolio Manager Frank Jennings’ attention.

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

Election

2016 Presidential Election in Perspective

Senior Investment Strategist

We examine presidential approval ratings and their relationship to stock market performance.

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