Sam Levy

Sam Levy is a dedicated professional with a strong interest in financial services, investment banking, and capital markets. He is focused on investing, advising, and business analysis, aiming to contribute effectively in cross-functional teams. With a background spanning Investment Banking, Wealth Management, and Retail Banking, Sam possesses notable leadership and interpersonal skills, excelling in collaborative group settings. Sam pursued his High School Diploma at Abington Friends School and continued his education at Syracuse University, where he studied Finance, Entrepreneurship & Emerging Enterprises, and General Finance. Throughout his career, he has held positions such as Client Associate, Associate, Investment Banking Analyst, Summer Retail Banking Analyst, and Summer Wealth Management Analyst at reputable organizations like Third Bridge Group Limited, Alternative Execution Group, Republic Bank - Philadelphia & South Jersey, and LPL Financial.