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Brian Levitt

Senior Investment Strategist

  • 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
  • 20 YRS


  • 19 YRS


Markets & Economy
Make Money with Your Eyes Closed? Here's How.

An automated investing plan can set investors on a path to long-term financial security.

April 17, 2019
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Markets & Economy
What the Depression Can Teach Us About Financial Literacy

Celebrate Financial Literacy month by recognizing the wealth-building power of prudent spending.

April 05, 2019
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Markets & Economy
The Curve Inverted. Don’t Worry.

The market cycle shows no signs of ending any time soon, despite the inverted yield curve.

March 26, 2019
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Markets & Economy
Emerging Markets Are Poised for Transformational Growth

Our new EM Report offers insights on how developing markets could drive global growth.

March 13, 2019
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Markets & Economy
We Expect Better Performance from Emerging Markets in 2019

As U.S. growth likely slows, the growth potential of emerging markets may come to the fore.

March 13, 2019
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Markets & Economy
"Don't Do It" Can Be Good Investment Advice

Investors who reacted quickly to late 2018 volatility may be regretting their hastiness.

January 28, 2019
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Markets & Economy
What Negative Years Tell Us About the Cycle

Negative years are rare but there’s little to suggest larger problems loom.

January 04, 2019
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Markets & Economy
Today's Market Is Much Stronger Than 1998's

The market environment may seem similar, but today’s conditions are much more favorable.

November 16, 2018
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Markets & Economy
Recent Correction May Extend Current Market Cycle

We think the market may have appropriately responded to excessive expectations for U.S. growth.

October 29, 2018
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Markets & Economy
10 Lessons to Consider on the Lehman Anniversary

The aftermath of the financial crisis – and the market’s rally – has much to teach investors.

September 12, 2018
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Markets & Economy
Shape of the Yield Curve May Be Best Economic Indicator

Flattening of the curve suggests the end of economic cycle may be coming, but not imminently.

March 21, 2018
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Markets & Economy
Building Income Portfolios in an Income-Challenged World

We feel investors can build diverse portfolios to target yield—even in a low-yield world.

September 30, 2018
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Markets & Economy
How I Learned to Stop Worrying and Understand U.S. Debt

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

September 12, 2017
Markets & Economy
How this Bull Market Will End

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

August 15, 2017
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Global Equity
Searching for the Next Big Investment Idea

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

June 08, 2017
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