David Levy Location
- Bellaire, TX, US
David Levy Work
- 2026 - now Managing Partner @
- 2025 - 2025 Senior Director @
- 2022 - 2025 Senior Wealth Advisor @
- 2023 - 2025 Director @
- 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
2022 - 2024 - Texas McCombs School of Business
Bachelor of Business Administration - BBA (Finance, General)
2002 - 2005 - The University of Texas at Austin
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 @ 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.
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