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David Levy
Managing Director

Mr. Levy’s career spans over 35 years and includes serving as Vice Chairman of Investment Banking and Co-Head of the Financial Institutions Group at Cowen & Company from 2009 to 2010, and serving as Senior Managing Director at Bear Stearns from 2005 to 2008. Prior to Bear Stearns, Mr. Levy spent over 23 years at Citigroup Global Markets as a Managing Director and Head of the Bank and Financial Services Group, and Salomon Brothers, Inc. as a Managing Director and Co-Head of the Financial Institutions Department. 

Mr. Levy earned a BS in economics from the  University of Pennsylvania and an MBA from Wharton School of Business, University of Pennsylvania. He is a FINRA-registered representative with Pickwick Capital Partners.

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  • About Us
    • Our Difference
    • News
  • Capabilities
    • Investment Banking >
      • Overview
      • Services
    • Fund Placement >
      • Overview
      • Services
    • Select Transactions
  • People
    • Executive Team
    • Investment Banking
    • Fund Placement
    • Our Partners
  • Join Us
  • Contact Us