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Steve Levy Location
Austin, TX, US
Steve Levy Work
2006 -now President @
2001 -2006 Investment Advisor and Portfolio Manager @
1999 -2001 Investment Specialist Supervisor @
now
2006 -now President @ Birdrock Asset Management
2001 -2006 Investment Advisor and Portfolio Manager @ Richard Slaughter Associates
now 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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