Jacob Levy

Portfolio Strategist

Jacob Levy is a Portfolio Strategist at Matthews. In his role with the investment team, Jacob serves as a proxy for portfolio managers and provides macro thought leadership and individual portfolio insights to clients. Prior to joining Matthews in 2022, Jacob worked with institutional investors at Caissa LLC, a portfolio management software solutions company, helping clients  assess investment exposures and optimize asset allocations. From 2011 to 2020, he was Senior Vice President at Tiedemann Advisors and conducted investment analysis and asset allocation at several institutional investment platforms. From 2008 to 2011, he was a Senior Investment Analyst in the alternative asset group at the American Red Cross and assessed new investment managers, sectors and asset classes. Jacob has 20 years of investment experience and has served on Investment Committees, Risk Committees, and as member of investment teams throughout his career. He earned his MBA from MIT Sloan School of Management and a B.S. in Economics, Management Science from the University of California at San Diego.