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Adam S. Levy, CFA, CFP

Managing Director, Investment Consulting Services at Andersen Tax

Adam S. Levy is a prominent financial professional serving as the Managing Director of Investment Consulting Services at Andersen Tax. He is based in New York and West Palm Beach, Florida, and has over 20 years of experience in the financial services industry. Adam is a CFA Charterholder and a Certified Financial Planner (CFP), which underscores his expertise in investment consulting and wealth management.

In his role at Andersen, Adam leads the National Investment Consulting Division and chairs the firm's Investment Committee. He specializes in providing comprehensive investment consulting and wealth management services tailored to family offices, high-net-worth individuals, and corporate executives. His focus is on developing personalized investment plans that emphasize tax efficiency and meet the specific goals of his clients.12

Adam's areas of expertise include:

  • Investment Consulting
  • Consolidated Performance Reporting
  • Broad-Based Financial Planning
  • Wealth Transfer and Estate Planning
  • Charitable Giving
  • Retirement Planning

Additionally, he is actively involved in various committees within Andersen, including the Family Office Buyer Group and the 401(k) committee. He frequently speaks on topics related to investment and financial planning, sharing his insights with broader audiences.12

Related Questions

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Adam S. Levy, CFA, CFP
Adam S. Levy, CFA, CFP, photo 1
Adam S. Levy, CFA, CFP, photo 2
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Location

New York, New York, United States

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