Donna Levy is a Managing Director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She works with sophisticated and successful investors and specializes in implementing and overseeing solutions that integrate investment, insurance, retirement, and tax management into a comprehensive financial/investment strategy. Donna is also passionate about working with women who are experiencing significant life changes, such as the death of a spouse, and need more guidance establishing their financial confidence.
Donna is a key member of Wealthspire’s Investment Committee, providing leadership and input to the Investment Team regarding strategic asset allocation, investment strategies, and portfolio construction.
Previously, Donna was the Chief Investment Officer at Sontag Advisory. Prior to that, she held leadership roles at Clarfeld Financial Advisors and Citibank Private Bank. Donna is committed to giving bank to her community and is very active with her Temple, Sharray Tefila. She also previously served on the Board of Directors of FJC, A Foundation of Philanthropic Funds.
“In many ways I serve as a financial therapist. Everyone has financial baggage – as an example, my Depression-era grandmother used to cut napkins – and it’s these embedded experiences regarding wealth and well-being that often drive our behavior. My role is to listen, empathize, and help my clients take the emotion out of financial decisions so that we can move forward with a plan that inspires clarity and confidence.”
Previous Experience
- Chief Investment Officer at Sontag Advisory
- Director of Investment Advisory Services at Clarfeld Financial Advisors, Inc.
- Vice President & Investment Specialist at Citibank Private Bank
- Analyst and Institutional Trader, Safian Investment Research
- Equity Analyst, Columbus Circle Investors Corporation
Education & Credentials
- BS, Boston University, Business Administration
- Crain’s New York Business 2020 Notable Woman in Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
