Marc Levitt

Marc has worked with ultra high net worth families, business owners and nonprofits for nearly 30 years on every aspect of their financial world. As he likes to say, “We don’t offer something for everyone, but we do offer a whole lot to a select few.” Marc understands that plans need to start from the beginning as every client comes to the table with a different set of needs, goals and family dynamics that effect how their wealth is managed. From there, he specializes in creating ultra customized financial solutions for his clients.

Furthermore, Marc is an instrument rated private pilot and counsels clients who are considering private aviation on how to evaluate the best solutions for their particular transportation profile.

Prior to joining NewEdge Wealth, Marc was a Co-Founder of the Bell & Levitt Wealth Management Group and Managing Director at UBS Financial Services. He also held positions at J.P. Morgan, Bear Stearns, and Prudential Securities. Marc has been honored as a Forbes’ New York Best-In-State Wealth Advisor for three years in a row. Additionally, he has earned the designation of Certified Investment Management Analyst (CIMA) and is a member of the Investments & Wealth Institute. He has been published in various industry publications as well as the cover story of Research Magazine.

Marc earned his Bachelor of Arts degree with a double major in History and Asian Studies from Hobart College. He also attended Temple University in Japan during his undergraduate studies.