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Adam S. Levy, CFA, CFP
Managing Director, Investment Consulting Services at Andersen Tax
Adam S. Levy, CFA, CFP is a prominent figure in the financial services industry, leading the Andersen Tax Investment Consulting Services practice in New York.
Adam's expertise lies in providing comprehensive wealth management services to high net worth families and senior corporate executives, showcasing his extensive experience in the field.
He holds a Bachelor of Science (B.S.) degree in Finance & DIS from the University of Florida - Warrington College of Business, where he gained a solid foundation for his successful career.
With a rich professional background, Adam has held key positions at renowned organizations, including Managing Director of Investment Consulting Services at Andersen Tax, Private Client Associate at AllianceBernstein, and Senior Consultant at Ernst & Young.
Adam S. Levy's leadership and contributions in the financial sector have positioned him as a respected professional known for his expertise in wealth management and investment consulting services.
