Adam Levy leads the Andersen Tax Investment Consulting Services practice in the New York office, providing comprehensive investment consulting and wealth management services to high net worth individuals, corporate executives, family business owners and related entities.
Adam is a CFA Charter holder and Certified Financial Planner. He has over 17 years of experience advising clients on issues relating to:
- Investment consulting
- Financial planning
- Retirement planning
- Performance reporting
Adam leads the Andersen Tax Investment Committee and is an active member of the firm’s 401(K), Newsletter and Training committees.
Prior to joining Andersen Tax, Adam was a senior consultant at EY where he served on the firm’s investment advisory team. Adam develops investment plans for individuals and families to meet their specific goals and objectives.