Joel Levy
Charlotte,N.C.
Summary
An accomplished senior investment executive and attorney with over 20 years of experience spanning both public and private sectors, Joel brings extensive expertise in investment management, public policy, and organizational efficiency. A proven track record of collaborating with senior policymakers and advisors in critical decision-making roles, driving impactful outcomes across industries.
-
Named a 'Rising Star' by The Bond Buyer and represents Nuveen on the prestigious Investment Company Institute (ICI) board, where he advocates for the investment industry to public officials. Additionally, he serves as the Assistant Legal Officer for North Carolina’s Civil Air Patrol, further demonstrating his commitment to public service and leadership in legal and policy matters.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Managing Director, Portfolio Management
Nuveen
09.2011 - Current
- Recognized as a Municipal Bond Buyer "Rising Star" for outstanding contributions to municipal finance.
- Led the Municipal Sector Group at TIAA-Nuveen prior to the merger, overseeing strategic initiatives and portfolio management.
- Managed and traded municipal bond portfolios exceeding $35 billion in assets, delivering consistent performance and risk management.
- Established and developed the public markets direct purchase infrastructure group, driving innovative solutions in municipal finance.
- Regularly presented to Fund Boards and Asset-Liability Committees (ALCOs), providing strategic insights and performance updates.
- Appointed by Nuveen as a member of the prestigious Investment Company Institute (ICI) Board, advocating on behalf of the investment industry.
Assistant Vice President, Mortgage Analytics
Bank of America
06.2010 - 10.2011
- Developed advanced loss mitigation analytics for first mortgages, reverse mortgages, and home equity lines of business, improving risk assessment and portfolio performance.
- Conducted comprehensive analyses of mortgage-backed securities (MBS) holdings and their underlying components, providing actionable insights for portfolio optimization.
- Recommended credit policies and portfolio composition strategies for mortgage products, ensuring alignment with organizational goals and market conditions.
Assistant City Treasurer
City of Charlotte
03.2007 - 06.2010
- Managed all aspects of debt issuance and analysis across City operations, including water, sewer, airport, transit, and economic development projects.
- Directed municipal bond financing strategies, fostering relationships with city departments, financial advisors, liquidity providers, investment banks, regulators, and rating agencies to ensure successful outcomes.
- Conducted in-depth reviews and analyses of feasibility and impact studies to support informed decision-making for City departments.
- Partnered with city officials to identify and implement cost-saving initiatives, optimizing municipal operations and financial efficiency.
Senior Consultant
Deloitte
11.2004 - 02.2007
- Led analytical teams in quarterly and annual audit and consulting engagements for over 10 financial and manufacturing clients, ensuring accurate and insightful reporting.
- Directed training, product development, and implementation initiatives, contributing to organizational growth and the acquisition of new clients through targeted presentations.
- Supervised junior consultants, performing in-depth data profiling, segmentation analysis, financial statement reconciliation, ratio and trend analysis, variance analysis, and fraud/forensic investigations.
Adjunct Professor, Economics
Central Piedmont Community College
- Taught Economics courses (micro and macro), providing instruction to undergraduate students.
Legal Intern
North Carolina Local Government Commission
- Served as the Legal Intern for the North Carolina Local Government Commission (LGC), providing legal support on municipal finance and legal matters.
- Collaborated with municipalities statewide to address funding challenges for water, sewer, and government infrastructure projects, facilitating effective financial solutions.
Policy Analyst
New York Assn. Homes and Services of the Aging
- Served as a Junior Policy Analyst, specializing in housing and healthcare policy for providers serving the State of New York. Analyzed complex policy issues, developed recommendations, and supported initiatives to improve access and efficiency within the housing and healthcare sectors.
Budget and Policy Analyst
Albany County Comptroller
- Forecasted county expenditures as a Municipal Budget Analyst, ensuring accurate financial planning and resource allocation.
- Designed and implemented advanced budget analytics to identify cost-saving opportunities, driving greater fiscal efficiency for the county.
Intern
Congressman Michael Forbes
- Supported staff members in their daily tasks including media and constituent relations.
Education
Squadron Leadership - USAF - Squadron Leadership School
Air University
Montgomery, ALThD - Applied Theology
Saint Leo University
Saint Leo, FLMaster of Laws, LLM - Securities And Financial Regulation
Georgetown University
Washington, DCJ.D. - Law
Charlotte School of Law
CharlotteMBA - Finance
Wake Forest University
Winston-Salem, NCMaster of Arts - Economics
SUNY At Albany
Albany, NYBachelor of Arts - Economics
SUNY At Albany
Albany, NYSkills
- Financial management
- Negotiation
- Policy analysis
- Legal research
- Legal writing
- Public administration
- Budget planning
- Audit
- Debt management
- Strategic planning
- Qualitative analysis
- Quantitative analysis
Public Sector Work History Summary
City of Charlotte - Assistant City Treasurer
Albany County - Budget and Policy Analyst
The New York Association of Homes & Services for the Aging (NYAHSA) - Policy Analyst
Congressman Michael Forbes - Intern
Certification
United States Supreme Court
Western District of North Carolina
State of North Carolina
Affiliations
- Investment Company Institute - Board Member - Washington, DC
Timeline
Managing Director, Portfolio Management
Nuveen
09.2011 - Current
Assistant Vice President, Mortgage Analytics
Bank of America
06.2010 - 10.2011
Assistant City Treasurer
City of Charlotte
03.2007 - 06.2010
Senior Consultant
Deloitte
11.2004 - 02.2007
Adjunct Professor, Economics
Central Piedmont Community College
Legal Intern
North Carolina Local Government Commission
Policy Analyst
New York Assn. Homes and Services of the Aging
Budget and Policy Analyst
Albany County Comptroller
Intern
Congressman Michael Forbes
Squadron Leadership - USAF - Squadron Leadership School
Air University
ThD - Applied Theology
Saint Leo University
Master of Laws, LLM - Securities And Financial Regulation
Georgetown University
J.D. - Law
Charlotte School of Law
MBA - Finance
Wake Forest University
Master of Arts - Economics
SUNY At Albany
Bachelor of Arts - Economics
SUNY At Albany
Similar Profiles
JOEL LARSONJOEL LARSON
VP of Shareholder Services at NuveenVP of Shareholder Services at Nuveen
Thera ChoiceThera Choice
Audio Visual Technician at NuveenAudio Visual Technician at Nuveen
Purva PatelPurva Patel
Head of Municipal Client Portfolio Managers at NuveenHead of Municipal Client Portfolio Managers at Nuveen