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Biography

Levi is a Principal in the Louisville office. He is a member of the domestic and cross-border Wealth Management teams, providing fiduciary advice in financial planning, tax planning, investment planning and management, insurance risk management and estate planning.
Prior to joining Cerity Partners, Levi was an Associate at Goldman Sachs, Ayco. He was responsible for delivering holistic financial planning and on-demand service to Corporate Executives and High-Net-Worth Retirees.

Education

  • B.B.A. in Finance from The University of Texas at Tyler

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.