David Levy Email & Phone Number
Managing Partner @ Mercer Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Levy Location
- Bellaire, TX, US
David Levy Work
- 2026 -now Managing Partner @
- 2025 -2025 Senior Director @
- 2023 -2025 Director @
- 2022 -2025 Senior Wealth Advisor @
- 2020 -2022 Wealth Advisor @
- 2006 -2019 Co-Owner and Portfolio Manager @ Republic Wealth Advisors
- 2016 -2017 Director and Head of Operations @ Partner Solutions Capital, LLC
- 2005 -2005 Financial Intern @ Kenjol Capital Management
David Levy Education
- Rice Business - Jones Graduate School of Business
Master of Business Administration - MBA (Master of Business Administration - MBA)
2022-2024 - Texas McCombs School of Business
Bachelor of Business Administration - BBA (Bachelor of Business Administration - BBA, Finance, General)
2002-2005 - The University of Texas at Austin
Finance (Finance, Finance, General)
2002-2005
David Levy Skills
- PowerPoint
- Portfolio Management
- Wealth Management
- Financial Analysis
- Morningstar
- Asset Managment
- Strategy
- Microsoft Office
- Leadership
- Alternative Investments
- Services
- Investments
- Investment Advisory
- Investment Strategies
- Corporate Finance
- Asset Allocation
- Fixed Income Portfolio Management
- Investment Policy Statements
- Mutual Funds
- Strategic Financial Planning
David Levy Summary
- David Levy, based in Bellaire, TX, US, is currently a Managing Partner at Mercer Advisors. David Levy brings experience from previous roles at Mercer Advisors. David Levy holds a 2022 - 2024 Master of Business Administration - MBA in Master of Business Administration - MBA @ Rice Business - Jones Graduate School of Business. With a robust skill set that includes PowerPoint, Portfolio Management, Wealth Management, Financial Analysis, Morningstar and more. David Levy has 4 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Levy?
Find contact details for 700 million professionals.
Others Named David Levy
David Levy
Founder
New York, NY, US
David Levy
Managing Partner
Bellaire, TX, US
Top Mercer Advisors Employees
David Levy
Managing Partner
Bellaire, TX, US
McKenna Wieser
Regional Vice President
Denver, CO, US
Gary Foodim
Chief Marketing Officer and Shareholder
New York, NY, US
Brian Samson
Managing Partner
Denver, CO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co