Josh Levine Email & Phone Number
Founder and Principal @ Dark Horse Family Office Consulting LLC
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Josh Levine Location
- Philadelphia, PA, US
Josh Levine Work
- 2026 -now Founder and Principal @
- 2025 -now Founder @
- 2021 -2025 Partner and Managing Director @
- 2020 -2023 Board Member @
- 2013 -2021 Founder and CEO @
- 2012 -2013 Managing Partner @ Private Family Office
- 2006 -2012 Client Advisor @
- 1998 -2006 Sr. Associate @ CFG
Josh Levine Education
- Gettysburg College
Bachelor Of Science
1994-1998 - The Haverford School 1980-1994
Josh Levine Skills
- Wealth
- Financial Reporting
- Data Management
- Life Insurance
- Family Governance
- Estate Planning
- Asset Protection
- Advisor Coordination
- Family Office
- Philanthropy
- Ultra High Net Worth
- Asset Purchase Negotiation
- Bill Payment
- Insurance
- Consolidated Reporting
- Succession Planning
- Wealth Administration
- Concierge Services
- Multi-generational wealth transfer
- Wealth Management
- Alternative Investments
- Financial Advisory
- Sales
- Multi Generational Wealth Transfer
- High Net Worth Individuals
- Marketing
- Startups
- Private Equity
- Management
- Business Strategy
- Marketing Strategy
Josh Levine Summary
- Josh Levine, based in Philadelphia, PA, US, is currently a Founder and Principal at Dark Horse Family Office Consulting LLC. Josh Levine brings experience from previous roles at The Dark Horse Group, Trove FS, LLC, New Energy Blue, LLC and Cornerstone Family Office, LLC. Josh Levine holds a 1994 - 1998 Bachelor Of Science @ Gettysburg College. With a robust skill set that includes Wealth, Financial Reporting, Data Management, Life Insurance, Family Governance and more. Josh Levine has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Dark Horse Family Office Consulting LLC Employees
Josh Levine
Founder and Principal
Philadelphia, PA, US
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