Jared Levy Email & Phone Number
Founder, Managing Partner @ Brix Partners
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Jared Levy Location
- New York, NY, US
Jared Levy Work
- 2026 -now Financial Planner and Wealth Management Advisor @
- 2019 -now Founder, Managing Partner @
- 1999 -2019 Managing Partner @
- 1995 -1998 Founder @ The Boston Group LP.
Jared Levy Education
- State University of New York at Albany
BS (Economics)
1989-1993 - University of North London 1992-1992
- Horace Greeley High School 1985-1989
- University of Pennsylvania - The Wharton School
Retirement Planning (Retirement Planning Specialist)
- Harvard University
(Behavioral Sciences)
Jared Levy Skills
- Management
- Investments
- Estate and Insurance Planning for Ultra High Net-Worth Families
- Portfolio Management
- Asset Management
- Equities
- Financial Planning
- Finance
Jared Levy Summary
- Jared Levy, based in New York, NY, US, is currently a Founder, Managing Partner at Brix Partners. Jared Levy brings experience from previous roles at Barnum Premier Client Group, KAP Planning and The Boston Group LP.. Jared Levy holds a 1989 - 1993 BS in Economics @ State University of New York at Albany. With a robust skill set that includes Management, Investments, Estate and Insurance Planning for Ultra High Net-Worth Families, Portfolio Management, Asset Management and more. Jared Levy has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Brix Partners Employees
Jared Levy
Founder, Managing Partner
New York, NY, US
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