Justin Levy

About Justin Levy

I\'m Justin Levy, a financial sales professional with over a decade of experience in asset management. As a CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and CFA® program participant, I have a strong foundation in finance that has enabled me to excel in the industry.Currently, I\'m a Vice President and Senior Regional Consultant, where I\'ve built valuable relationships with top-tier registered investment advisors (RIA), independent advisors, wirehouse, and bank advisors throughout Northern California and Southern Oregon. Covering a full spectrum of financial products and services: ETFs, mutual funds, alternatives, separately managed accounts, money market funds, and retirement services.Ever since my younger days, I\'ve been passionate about capital markets and the dynamic world of investments. My career took off after the Great Financial Crash in 2008—an experience that taught me invaluable lessons. Starting as an internal sales consultant at Federated, I quickly ramped up my skill set and earned a field promotion. Through hard work and adaptability, I grew a start-up territory to the \"Chairman\'s Club\".I have a proven track record of delivering results and collaborating with colleagues, portfolio managers, product strategists, and partner firms. My experience, combined with my adaptability and resilience, makes me a valuable asset to any organization seeking a knowledgeable and results-driven professional.Outside of work, I enjoy pickleballing with my wife, long-distance road cycling with friends, and channeling my creativity into my next Python and AI-based web app.

Experience

1. Vice President, Senior Regional Consultant

   Federated Hermes

   Nov 2013 — Present

   Investment consultant supporting RIAs, independents, wire house, regional and bank advisors in Northern California and Southern Oregon- Portfolio construction and manager selection- ETF, Mutual Fund, Separately Managed Accounts, Money Market Funds, Alternatives and 401k- ESG and Responsible Investing implementation, marketing and best practices- Personalized client experiences- Accessing financial market research, perspectives and dataAbout Federated Hermes.Global, active, responsible investment management.Guided by our conviction that responsible investing is the best way to create wealth over the long term, Federated Hermes provides specialized capabilities across a wide range of asset classes to investors around the world.Federated Hermes offers regional and global high-active-share equities, fixed income across the yield curve, liquidity solutions backed by four decades of experience as a core capability and, in private markets, real estate, infrastructure, private equity and private debt. Beyond investment management, Federated Hermes provides engagement in equity and bond markets, proxy voting and policy advocacy.

Education

• University of Pittsburgh

  BSBA, Finance, Marketing