OurTribe Episode 35: The Soft-Spoken Hasidic Creative Financial Thinker Who Cracks Open the World of Private Equity, the Early Investor in Disruptive Jewish Education: Levi Nagel
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Description
What kind of college do you need (or don't you need) to break into the financial world? Why did you establish a franchise of nearly-free Jewish after-school private schools in the LA area? Can you explain private equity to a complete newbie?How many of the Lubavitcher's Rebbe's dollars did you score? Levi Nagel is the Founding Partner and Managing Member of Glean Capital, a Private Equity Firm in Los Angeles. Levi has been in wealth management since 2003. He was at UBS from 2003 to 2008 and at Citi Smith Barney / Morgan Stanley from 2008 to 2016. In 2015, OnWallStreet ranked Levi number 2 in the Country in its list of 40-under-40 top wealth advisors. Levi’s involvement in philanthropy includes the founding of the Nagel Jewish Academy.  For questions, comments and criticisms, or for info about The Podcast Fellowship, please email [email protected] Help over 50 different Jewish charities at $1/day by signing up for Daily Giving, while helping OurTribe thrive!  Here's how: use this link and OurTribe gets a referral bonus:https://dailygiving.org/?ref=ourtribe 
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Published 05/31/23