Steven M Levitt

Steve founded Park Sutton Advisors in 2008, and actively leads the team today, working closely with the clients to build trusted partnerships that lead to optimal results. Over his 25-year investment banking career, Steve has completed over 140 assignments.

Steve has worked closely with asset and wealth managers, broker-dealers, and fund administrators globally. Prior to founding Park Sutton Advisors, he worked at Putnam Lovell and several other investment banks.

Steve holds a Bachelor of Arts in Economics from Stanford University and a Master of Business Administration in Finance from The Wharton School at the University of Pennsylvania. He is an alumnus of Manhattan’s Stuyvesant High School. He is fluent in Spanish, worked in the music industry in Mexico City prior to Wharton, and recently relocated to Miami.

Steve is an active speaker at industry events and contributor to industry publications. From 2007 to 2017, he was a participant in the CFA Institute’s Speaker Retainer Program, frequently speaking on the valuation of asset and wealth management firms. He has also served as an instructor at Baruch College of the City University of New York. He is a member of the Fidelity Institutional M&A Leaders Forum. Steve holds Series 7, 24, 63, and 79 registrations.