Adam S. Levy

Adam leads the Andersen Investment Committee and provides comprehensive investment consulting and wealth management services to high net worth individuals & families, corporate executives, family business owners, and related entities. He develops personalized investment plans for his clients so that they can meet their specific goals and objectives. His advice is both independent and objective with a focus on tax-efficiency.

Adam is a CFA Charterholder and Certified Financial Planner. He has over 20 years of extensive experience advising clients on issues relating to:

• Investment consulting
• Broad-based financial planning
• Wealth transfer and estate planning
• Charitable giving
• Retirement planning

Adam is also an active member of the firm’s 401(k), Newsletter, and Training committees. Adam is a frequent speaker on investment and financial planning-related topics.

Prior to joining Andersen, Adam was a senior consultant at EY where he served on the firm’s investment advisory team. He has been an integral component in the growth and development of the Investment Consulting Services group at Andersen.