Lee Levy Email & Phone Number
Wealth Manager @ Savvy Wealth
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Lee Levy Location
- United States
Lee Levy Work
- Wealth Manager @ (June 2025 - Present)
- Wealth Management Advisor @ US based Investment Bank/Brokerage Firm(s) (April 2016 - June 2025)
- General Partner @ Canid Asset Management (January 2009 - April 2016)
- Head of Risk Management, Trading and Operations @ Pacific Edge Investment Management (January 2002 - December 2008)
- Senior Trader @ Bowman Capital (August 1999 - December 2001)
- Nasdaq Trading and Market Making @ Robertson Stephens (August 1998 - August 1999)
- Nasdaq Trading and Market Making @ Piper Jaffray (January 1995 - January 1998)
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 US based Investment Bank/Brokerage Firm(s), Canid Asset Management, Pacific Edge Investment Management and Bowman Capital. 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 5 emails and 1 mobile phone numbers on RocketReach.
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