Donna Levy Email & Phone Number
Managing Director @ Wealthspire Advisors
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Donna Levy Location
- New York, NY, US
Donna Levy Work
- 2019 - now Managing Director @
- 2000 - 2019 Chief Investment Officer @ Sontag Advisory
- 1998 - 2000 Director of Investment Advisory Services @ Clarfeld Financial Advisors, Inc.
- 1997 - 1998 Vice President and Investment Specialist @ Citibank Private Bank
- 1995 - 1996 Analyst and Institutional Trader @ Safian Investment Research Inc
- 1992 - 1995 Equity Analyst @
Donna Levy Education
- Boston University
BS (Business Administration)
Donna Levy Skills
- Business Strategy
- Financial Modeling
- Project Management
- Public Speaking
- Finance
- Financial Analysis
- Venture Capital
- Fundraising
- Program Development
- Investment Strategies
- Disaster Recovery
Donna Levy Summary
- Donna Levy, based in New York, NY, US, is currently a Managing Director at Wealthspire Advisors. Donna Levy brings experience from previous roles at Sontag Advisory, Clarfeld Financial Advisors, Inc., Citibank Private Bank and Safian Investment Research Inc. Donna Levy holds a BS in Business Administration @ Boston University. With a robust skill set that includes Business Strategy, Financial Modeling, Project Management, Public Speaking, Finance and more. Donna Levy has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Wealthspire Advisors Employees
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New York, NY, US
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Executive Vice President
New York, NY, US
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Bill Schwartz
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Madison, WI, US
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Michael del Priore
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Channing Olson
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