Jay Levin, CFP®

Senior Wealth Advisor, Managing Director

Rockville, MD

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1

 

Work Experience

  • Joined the firm in 2021 following the acquisition of Investment Planning Associates (IPA), where he was the Owner and President
  • Has more than 35 years of experience in the investment advisory business working extensively with high-net-worth individuals and families to help them manage their investment strategies
  • Before founding IPA in 1990, worked in New York with Donaldson, Lufkin, & Jenrette and Cowen & Co. advising institutional investors

 

Life Outside of MAI 

  • Enjoys bike riding (cycling), playing flute, working out, listening to music, and spending time with his two sons
  • Frequent public speaker on his areas of expertise

 

Education

  • Towson State University, BS in Economics
  • University of Texas at Austin, MBA in Finance and Investments

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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