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Donna Levy-Leroy
Investment Committee Member at Wealthspire Advisors LLC
Profile
Ms. Donna Levy-Leroy is a Managing Director at Wealthspire Advisors LLC.
She joined the firm in 2000.
She serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy.
Ms. Levy-Leroy is also an active member of the Investment Policy Committee and has over 30 years of wealth management experience.
Before joining the firm in 2000, Ms. Levy-Leroy previously served as the Director of Investment Advisory Services for Clarfeld Financial Advisors Inc., a financial planning, tax, and investment advisory firm specializing in providing comprehensive financial services to high net worth individuals and executives of multinational corporations.
She also held positions as Vice President, Investment Specialist for the Citibank Private Bank, and worked at Safian Investment Research, an economic advisory firm specializing in providing investment strategy research to institutional investors.
Ms. Levy-Leroy worked as an Analyst at Columbus Circle Investors Corp.
She received a BS in Business Administration, with Honors, from Boston University.
Donna Levy-Leroy active positions
Companies | Position | Start |
---|---|---|
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Committee Member | 31/12/1999 |
Former positions of Donna Levy-Leroy
Companies | Position | End |
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FJC
![]() FJC Miscellaneous Commercial ServicesCommercial Services FJC provides services to manage charitable giving. It offers following programs for philanthropic giving and assistance to non-profit organizations: FJC donor advised funds, FJC fiscal sponsorship program, collective giving funds, young philanthropist funds, designated fund accounts, FJC gift certificates, online account access, customized investment options for accounts that are eligible and giving to qualified charities abroad. The company was founded by Marty Silverman in 1995 and is headquartered in New York, NY. | Director/Board Member | - |
Training of Donna Levy-Leroy
Boston University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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FJC
![]() FJC Miscellaneous Commercial ServicesCommercial Services FJC provides services to manage charitable giving. It offers following programs for philanthropic giving and assistance to non-profit organizations: FJC donor advised funds, FJC fiscal sponsorship program, collective giving funds, young philanthropist funds, designated fund accounts, FJC gift certificates, online account access, customized investment options for accounts that are eligible and giving to qualified charities abroad. The company was founded by Marty Silverman in 1995 and is headquartered in New York, NY. | Commercial Services |
Wealthspire Advisors LLC
![]() Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
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