Jeff Levi

Jeff Levi is a partner with the Casey Quirk practice at Deloitte Consulting, leads the Asset Management Consulting Services business for Deloitte and is a member of the Investment Management and Real Estate practice leadership team. Jeff’s core focus is advising asset and wealth managers on a wide-range of complex strategic questions surrounding strategic growth, business and operating model transformation and technology strategy.

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. Prior to joining Deloitte, Jeff was a Partner at Casey Quirk and a senior analyst at NERA Economic Consulting. 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.