Adam Levy

Role
Managing Director at DeVoe & Company
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Managing Director

    DeVoe & Company

    Dec 2022 — Present

    DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations.

Education

  • Cornell Johnson Graduate School of Management

    MBA, Finance

    1996 — 1998

  • University of Michigan

    BA, English

Skills

  • Business Planning
  • Program Management
  • Management
  • Analysis
  • Budgets
  • Portfolio Management
  • Forecasting
  • Business Development
  • Due Diligence
  • Process Improvement
  • Finance
  • Business Strategy
  • Mergers & Acquisitions
  • Mergers
  • Equities
  • Entrepreneurship
  • E-Commerce
  • Strategy
  • Investments

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Adam Levy — Managing Director at DeVoe & Company in Denver, CO, US | Unifers