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Steve Levy Location
Austin, TX, US
Steve Levy Work
President @ (July 2006 - Present)
Investment Advisor and Portfolio Manager @ (February 2001 - July 2006)
Investment Specialist Supervisor @ (January 1999 - February 2001)
President @ Birdrock Asset Management (August 2006 - Present)
Investment Advisor and Portfolio Manager @ Richard Slaughter Associates (March 2001 - August 2006)
Investment Specialist Supervisor @
Steve Levy Education
College for Financial Planning
(Management)
2004-2004
University of San Diego
(International Relations, Literature, Spanish)
1986-1987
San Diego State University
(International Relations, Latin, Political Science, Spanish)
Steve Levy Summary
Steve Levy, based in Austin, TX, US, is currently a President at BirdRock Wealth. Steve Levy brings experience from previous roles at Richard Slaughter Associates, Janus Henderson Investors U.S., Financial Industry Regulatory Authority (Finra) and Birdrock Asset Management. Steve Levy holds a 2004 - 2004 College for Financial Planning. Steve Levy has 1 emails and 1 mobile phone numbers on RocketReach.
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