Mr. Jeffrey E. Horvitz

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  Published on: 4/22/2008    Last Visited: 4/24/2008  

  Jeffrey E. Horvitz
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  Jeffrey E. Horvitz is vice chairman of Moreland Management Company, a family investment office.He is a frequent speaker and author of papers on topics such as portfolio rebalancing, asset allocation, taxation of investments, non-indexed passive equity products, private equity investing, and collectibles.Mr. Horvitz has published articles in financial journals including the Journal of Wealth Management and the Journal of Investing, and he co-authored the CFA Institute monograph Investment Management for Taxable Private Investors.He holds a BA and an MA in sociology from the University of Pennsylvania and an MA in psychology from the University of California at Los Angeles.

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  Published on: 12/10/2003    Last Visited: 12/10/2003  

  Jeffrey E. Horvitz
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  Jeffrey E. HorvitzVice Chairman, Moreland Management CompanyE-mail: board@cast.org
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  Jeffrey E. HorvitzJeffrey Horvitz received a B.A. and an M.A. in Sociology from the University of Pennsylvania and an M.A. in Psychology from the University of California at Los Angeles.
  
  Mr. Horvitz has had a varied career, first in academia as a researcher in the sociology of psychiatry and then as a social psychologist involved with early applications of computers in social science research.From 1975 to 1980 he was an art dealer in Los Angeles specializing in modern and contemporary art.From 1980 to 1986 he was vice president of Hollywood, Inc., one of the largest real estate development companies in Florida.From 1987 to the present, he has been vice chairman of Moreland Management Company, responsible for the investments of the LJR Trust, a large family investment pool.
  
  Mr. Horvitz serves or has served on the boards of the following non-profit organizations in Massachusetts: the Board of Overseers of the Museum of Fine Arts, Boston; Visiting Committee for the Department of Prints and Drawings, Museum of Fine Arts, Boston; Collections Committee of the Harvard University Art Museums, Boston; Trustee of the Beverly School for the Deaf in Beverly, MA; Advisory Board of the MD/MBA program of Tufts University School of Medicine, Northeastern University School of Business, and Brandeis University School of Social Policy.
  
  He is listed by ArtNews as one of the top 200 art collectors in the world, and by Art & Antiques as one of the top 100 art collectors in America.He has spoken frequently at investment conferences.
  
  Mr. Horvitz has been a member of CAST's Board of Directors since 1995.

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  www.honoluluadvertiser.com/apps/pbcs.dll/article?AID=/2 - [Cached Version]
  Published on: 4/23/2008    Last Visited: 4/23/2008  

  Speakers include: Emilio Gonzalez, CFA Institute chief investment officer and chairman; Stephen Horan, head of private wealth for the CFA Institute; Scott D. Welch, managing director of Fortigent, a Lydian Company; and Jeffrey E. Horvitz, vice chairman of Moreland Management Co.

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  Published on: 4/22/2008    Last Visited: 4/22/2008  

  Speakers include: Emilio Gonzalez, CFA chief investment officer and perpetual investments & chairman of the board of governors, CFA Institute; Stephen Horan, head of private wealth for the CFA Institute; Scott D. Welch, managing director for Fortigent, a Lydian Company; and Jeffrey E. Horvitz, vice chairman for Moreland Management Co.

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  www.atlantasfa.org/programs/eventdetail.php?eventid=162 - [Cached Version]
  Published on: 12/24/2006    Last Visited: 3/24/2007  

  Jeffrey E. Horvitz, Vice Chairman, Moreland Management CompanyThe Discretionary Wealth Approach to Life-Cycle Investing.

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  Board Members: Mission, Vision and People: About CAST:... - [Cached Version]
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  Jeffrey E. Horvitz
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  Jeffrey E. Horvitz

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  Board Members: Mission, Vision and People: About CAST:... - [Cached Version]
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  Jeffrey E. Horvitz
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  Jeffrey E. Horvitz

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  Board Members: Mission, Vision and People: About CAST:... - [Cached Version]
  Published on: 11/1/2003    Last Visited: 11/1/2003  

  Jeffrey E. Horvitz
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  Jeffrey E. Horvitz

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  Jeffrey E. Horvitz
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  Home > About CAST > Board of Directors > Jeffrey E. Horvitz
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  Jeffrey E. Horvitz
  
  Vice Chairman, Moreland Management Company
  
  Jeffrey Horvitz is a private investor and Vice Chair of Moreland Management Company, a family investment office.He has spoken at investment conferences and published articles on investment topics such as asset allocation, portfolio rebalancing, taxation of investments, and non-indexed passive investing.
  
  He serves on a number of nonprofit boards, including those of the Boston Museum of Fine Arts, Tufts University School of Medicine, the Beverly School for the Deaf, and Harvard University's Art Museums Visiting Committee.He has served on CAST's Board of Directors since 1992.
  
  Mr. Horvitz's art collection is renowned, including one of the world's most extensive collections of French old master drawings.He has been listed as one of the top 200 art collectors in the world and as one of the top 100 art collectors in America.
  
  Mr. Horvitz holds a B.A. and an M.A. in Sociology from the University of Pennsylvania and an M.A. in Psychology from UCLA.

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  CFA Institute Publication Offers Strategies to Improve... - [Cached Version]
  Published on: 3/23/2006    Last Visited: 6/13/2006  

  Written by Jarrod Wilcox, CFA, president of Wilcox Investments Inc. in Newton, Mass., Jeffrey E. Horvitz, vice chairman of Moreland Management Company in Beverly Farms, Mass., and Dan DiBartolomeo, president and founder of Northfield Information Services, Inc., in Boston, this publication (for sale to the public at www.cfapubs.org/doi/abs/10.2470/rf.v2006.n1.3933) suggests directions for customizing investment portfolios and minimizing tax implications.
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  ,For individual investors, taxation is one of the most important aspects of investment performance, policy, and strategy , as important as pretax risk and return,, Wilcox, Horvitz, and DiBartolomeo write. ,The U.S. tax code is complex, however, and contains both traps and opportunities.

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