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Donna Levy-Leroy
Investment Committee Member at Wealthspire Advisors LLC
Donna Levy-Leroy active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Portfolio Manager-Equities | 31/12/1999 | - |
Career history of Donna Levy-Leroy
Former positions of Donna Levy-Leroy
Companies | Position | Start | End |
---|---|---|---|
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 |
Statistics
International
United States | 4 |
Operational
Director/Board Member | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Commercial Services | 2 |
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
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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