Lee Levy Email & Phone Number
Wealth Manager @ Savvy Wealth
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Lee Levy Location
- United States
Lee Levy Work
- 2025 -now Wealth Manager @
- 2021 -2025 Wealth Manager @
- 2016 -2021 Wealth Management Advisor @ US based International Investment Bank/Brokerage Firm(s)
- 2009 -2016 General Partner @ Canid Asset Management
- 2002 -2008 Head of Risk Management, Trading and Operations @ Pacific Edge Investment Management
- 1999 -2001 Senior Trader @ Bowman Capital
- 1998 -1999 Nasdaq Trading and Market Making @ Robertson Stephens
- now Nasdaq Trading and Market Making @ Piper Jaffray
Lee Levy Education
- University of Minnesota - Carlson School of Management
Executive Evening MBA Program
1996-1998 - American University
B.A. (Economics and International Affairs (Dual Major))
1989-1993 - Université libre de Bruxelles
European Union/Political Economics
1992-1992
Lee Levy Skills
- Investments
- Hedging
- Trading Systems
- Capital Markets
- Asset Management
- Alternative Investments
- Trading
- Risk Management
- Asset Managment
- Mutual Funds
- Management
- Equity Trading
- Leadership
- Hedge Funds
- Equities
- Market Risk
- Financial Services
- Equity Valuation
- Investment Management
- Strategic Planning
- Investment Banking
Lee Levy Summary
- Lee Levy, based in United States, is currently a Wealth Manager at Savvy Wealth. Lee Levy brings experience from previous roles at Cambridge Investment Research, Inc., US based International Investment Bank/Brokerage Firm(s), Canid Asset Management and Pacific Edge Investment Management. Lee Levy holds a 1996 - 1998 Executive Evening MBA Program @ University of Minnesota - Carlson School of Management. With a robust skill set that includes Investments, Hedging, Trading Systems, Capital Markets, Asset Management and more. Lee Levy has 6 emails and 1 mobile phone numbers on RocketReach.
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