Neil J. Stein

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Consumer Services

Profile

Neil J.
Stein worked as a Portfolio Manager at BKF Asset Management Co. from 2002 to 2007, and as a Portfolio Manager at Levin Capital Strategies LP from 2006 to 2017.
Prior to that, he was a Vice President at Credit Suisse First Boston USA, Inc. from 1996 to 2001.
Stein received his undergraduate degree from Bucknell University in 1994 and his graduate degree from the London School of Economics & Political Science in 1995.

Former positions of Neil J. Stein

Companies	Position	End
Levin Capital Strategies LP Levin Capital Strategies LP Investment ManagersFinance LCS generally follows a large-cap, bottom-up, value investment strategy. The firm invests client assets primarily in equity securities, of both domestic and foreign issuers that are traded on a US exchange. They believe that the fundamental approach to select attractive long and short equity positions is the key to achieving sustained and substantial appreciation.	Portfolio Manager-Equities	01/03/2017
BKF Asset Management Co. BKF Asset Management Co. Investment ManagersFinance JAL's investment philosophy emphasizes preservation of capital, control of volatility and bottom-up security selection. Most of their research originates in-house. Specialists in long, short, event-driven and distressed debt research collaborate in evaluating companies. Their portfolio managers are active participants in the research process. JAL considers their trading team crucial to the research process. The offices of their investment professionals are organized around a central trading desk, so that all of the managers and analysts professionals can remain in continuous contact with the traders.	Analyst-Equity	28/02/2007
Credit Suisse First Boston USA, Inc. Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	31/12/2001

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Linked companies

Private companies	5
BKF Asset Management Co. BKF Asset Management Co. Investment ManagersFinance JAL's investment philosophy emphasizes preservation of capital, control of volatility and bottom-up security selection. Most of their research originates in-house. Specialists in long, short, event-driven and distressed debt research collaborate in evaluating companies. Their portfolio managers are active participants in the research process. JAL considers their trading team crucial to the research process. The offices of their investment professionals are organized around a central trading desk, so that all of the managers and analysts professionals can remain in continuous contact with the traders.	Finance
Levin Capital Strategies LP Levin Capital Strategies LP Investment ManagersFinance LCS generally follows a large-cap, bottom-up, value investment strategy. The firm invests client assets primarily in equity securities, of both domestic and foreign issuers that are traded on a US exchange. They believe that the fundamental approach to select attractive long and short equity positions is the key to achieving sustained and substantial appreciation.	Finance
Bucknell University Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Credit Suisse First Boston USA, Inc. Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
London School of Economics & Political Science London School of Economics & Political Science Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services