Zev is Director of Research at Capital Wealth Advisors. Zev primarily focuses on public and private company valuation, portfolio construction and risk management. Zev has also acted as President and Lead Investor of an entrepreneurial project in the recreation industry.
Prior to joining Capital Wealth Advisors, Zev was an Analyst and Portfolio Manager for commodity-related equities at Louis Dreyfus Highbridge Energy from 2008-2012. From 2006-2007, Zev was an Equity and Commodity Analyst at Sheffield Asset Management and from 2004-2006 he was the Head of Energy and Commodity Analytics and Portfolio Manager at the Dreyfus Corporation. Prior to this, Zev worked at Catequil Asset Management from 2001-2004 and at Lawhill Capital Management Corporation from 1998-2001.
Research & Publications
- Author of Risk On / Risk Off, a monthly publication that discusses investment decisions, their genesis, and our thinking behind them.
Education
- BS in Economics, University of Pennsylvania
- MBA in Finance & Accounting, University of Chicago
- JD, Fordham University – School of Law
Designations & Licenses
