Alec Levy
Wealth Advisor | San Francisco | Founders | Executives | Business Owners
- Role
- Vice President, Client Advisor at Bernstein Private Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Alec Levy
My team and I have a broad range of experience working with founders, private/public company executives and early employees. We typically engage with our clients during periods of transition, from a company\'s formation and capital raises through later stage liquidity events, such as acquisition or IPO. We act as a thought partner for our clients to minimize income and estate tax exposure, and diversify concentrated positions into broad based wealth management solutions.
Experience
Vice President, Client Advisor
Bernstein Private Wealth Management
Feb 2024 — Present · San Francisco, CA, US
Education
University of Florida
Master of Science in Finance, Finance, General
2017 — 2018
University of Florida - Warrington College of Business
Bachelor's, Finance
2014 — 2017
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