Jeff Levi

His clients include several of the world’s largest and fastest growing asset and wealth managers, many industry-leading alternatives firms, and a wide-range of specialist boutiques across the traditional, alternative, wealth management and Fintech areas. Jeff has on-the-ground experience in South America, Asia, Europe, and North America.

Jeff led the development of Casey Quirk’s Knowledge Center, a global research intelligence platform for asset and wealth managers and remains active in Casey Quirk’s and Deloitte’s thought leadership – co-authoring papers such as An Industry Rearranged, Digital Wealth Manager of Today, Technology for the C-Suite, Distribution 2.0, Survival of the Fittest, and Retooling Intermediary Sales. Jeff is a frequent speaker at industry conferences and regularly sought out for industry expertise by a wide range of media and publications.

Outside of work, Jeff received a Guinness World Record, won a CNBC game show, and traveled the world on a ship. Jeff graduated with a bachelor’s degree in economics summa cum laude from Ithaca College and received his master’s degree in business administration from the School of Management at Yale University.