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Kate Bluvol

Chief Operating Officer | Next Level Private | Create the Life you Envision

Kate Bluvol is the Chief Operating Officer and Chief Compliance Officer at Next Level Private, an independent registered investment advisor (RIA) firm based in Harrison, New York.12 She joined the company when it launched as an independent RIA in September 2021, transitioning from its previous affiliation with UBS.1

Kate's role at Next Level Private involves overseeing the firm's operations and ensuring compliance with regulatory requirements. She is part of an eight-person team managing $850 million in assets, offering a range of financial services including goals-based planning, fiduciary advice, and financial advocacy.1

Prior to her current position, Kate's background includes experience as a Certified Public Accountant (CPA).1 She is based in Rye, NY, according to her LinkedIn profile.34 Kate is dedicated to helping clients create the life they envision, aligning with Next Level Private's mission to provide exceptional guidance and a family-like service experience to their clients.24

Highlights

May 16 · nxtprivate.com
Next Level Private: Wealth Management | Westchester County, NY
Oct 24 · oneview.mitel.com
When I call out, the call comes through as "Spam Likely" or a ...
Sep 7 · prnewswire.com
Next Level Private Launches as a $850 Million Independent ...

Related Questions

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Location

Rye, New York, United States