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Allan M. Levin, CFA

Fixed-Income Portfolio Manager at Wellington Management


Background

Allen M. Levin, CFA, is a fixed income portfolio manager on the US Broad Markets team who focuses primarily on inflation-linked and interest-rate markets. In this role, he develops macro, relative value, and systematic investment strategies that he implements in both sector-specific and multisector portfolios.

Before joining Wellington Management in 2015, Allan was a managing director at Deutsche Bank in New York, where his roles included head of Inflation and Fixed Income Index Trading (2008 – 2015), head of Rates Structuring (2005 – 2007), and counterparty credit risk trader (2004 – 2005).

Prior to business school, Allan was an actuary in South Africa for nine years, where he pioneered the use of sophisticated financial instruments to enhance investment returns, improve asset-liability management, and develop innovative product offerings for insurers and their clients. Allan was a vice president on the Risk Finance team at AIG (2001 – 2002), and managing director and head of Financial Engineering at Fedsure Life (1993 – 2001).

Allan earned his MBA from Columbia University (2004) and his BSc (Hons) in operations research from the University of the Witwatersrand (1992). Additionally, he holds the Chartered Financial Analyst designation and is certified as a Financial Risk Manager. Allan is a Fellow of the Society of Actuaries in the US (2003), a Fellow of the Institute of Actuaries in the UK (1998), and a Fellow of the Actuarial Society of South Africa (1998).

Experience

Professional experience since 1993

Wellington Management
2015-present

Deutsche Bank
2004-2015

AIG
2001-2002

Fedsure Life
1993-2001

Education

BSc, University of the Witwatersrand
MBA, Columbia University

 

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