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James Levy
James Levy
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James Levy
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ABOUT
A long time resident of Madrid, Spain, James Levy has been an investment advisor to leading Spanish business owning families for twenty years, firstly in the Madrid office of Merrill Lynch International Private Banking, and later as a Founding Partner in Private Wealth Advisors (PWA )
In 2009, PWA was acquired by Madrid-based Banco Inversis.
James is currently co-founder and CEO of Open Source Asset Alliance, (OSAA.biz) a boutique investment management firm dedicated to providing solutions for investors in ways which avoid the conflicts of interest which have discredited the traditional Private Banking industry.
In 2009, PWA was acquired by Madrid-based Banco Inversis.
James is currently co-founder and CEO of Open Source Asset Alliance, (OSAA.biz) a boutique investment management firm dedicated to providing solutions for investors in ways which avoid the conflicts of interest which have discredited the traditional Private Banking industry.
SNAPSHOT
- Description: Licensed securities broker. Trading frequency: Weekly
- Interests: ETFs, Stocks - long, Tech stocks
COMPANY
Open Source Investment Management James Levy is the Chief Executive Officer and Founding Partner of Open Source Asset Alliance (OSAA) a boutique investment advisory firm offering strategic advice which investors require to be in the forefront of the new economic and business models, since September 2010. OSAA advises High Net worth ...More
Individuals (HNWI) and business-owner families on strategies to preserve and grow their financial wealth in the new advisory environment where clients demand independent advice and freedom from the conflicts of interest which have so discredited traditional Private Banking.
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LATEST STOCKTALK
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Anonymous Secret Report acuses Spanish Government of Blatently Inflating GDP Figures. http://bit.ly/beL8Un/
Sep 30, 2010
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