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 KAP Planning and The Boston Group LP.. Jared Levy holds a 1989 - 1993 BS in Economics @ University 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 1 mobile phone numbers on RocketReach.
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