Donna Levy
Managing Director
Donna Levy is a Managing Director and financial advisor at Wealthspire 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 a predecessor firm. Prior to that, she held leadership roles at Clarfeld Financial Advisors and Citibank Private Bank.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
