Peter B. Levant

Peter B. Levant has held key positions in research, trading, and investing at leading financial institutions.

In 1991, Peter began his career in trade execution with Dean Witter Reynolds in Chicago. In 1993, he moved to Morgan Stanley where he executed trades for hedge funds and HNWIs. While at Morgan Stanley, Peter was the point of contact for bespoke research projects for hedge funds. During his tenure with Morgan Stanley, Peter executed client's trades in equity, fixed income and options markets.

In 1995, Peter was a Research Associate with Optima Investment Research Inc. At the time, Optima was the largest futures and options research firm serving institutional investors. Optima produced daily quantitative and technical financial market research reports. Optima's reports were widely read by the members of the Chicago Mercantile Exchange, Chicago Board of Trade, the Chicago Board Options Exchange, commercial banks, investment banks and central banks. While at Optima, Peter opened the account for the Federal Reserve Bank of New York.

In 1997, Peter was a Trade Desk Manager with the commodity futures firm Braymore-Oak Brokerage Services, a guaranteed introducing broker of First American Discount Corporation which was later acquired by MAN Financial.

In 1998, he founded Northern Advisors, an institutional investment research business which served hedge funds and family offices. In 2019, Peter became Executive Director at Index Research LLC.

Peter holds a Masters in Finance from London Business School and an MBA Summa Cum Laude from EDHEC Business School in France. He also holds a Certificate in Alternative Investments from EDHEC Business School. Peter completed the Commodities Institute at the Chicago Board of Trade and the Professional Traders Institute at the Chicago Board Options Exchange. In the past, Peter has held Series 3, 7, 63 and 65 financial licenses.

Peter has been a speaker at financial conferences around the world. Peter has spoken at the DePaul University Business School, ETF.com Index Universe Conferences, and on Bloomberg Television. He is also a contributor to investing.com. Peter has travelled to more than forty countries on four continents meeting with institutional investors and family offices.

Peter B. Levant with Leo Melamed, Chairman Emeritus, Chicago Mercantile Exchange (CME Group), December 2012