Wealthspire Advisors
Donna Levy is an accomplished financial professional with extensive experience in investment advisory and wealth management. Currently serving as Managing Director at Wealthspire Advisors since 2019, Donna leads a team that focuses on holistic financial strategies for clients across the Northeast, Mid-Atlantic, Midwest, and West Coast. Prior to this role, Donna was Chief Investment Officer at Sontag Advisory from 2000 to 2019, where comprehensive wealth management was provided to a diverse clientele. Additional experience includes roles as Director of Investment Advisory Services at Clarfeld Financial Advisors, Vice President and Investment Specialist at Citibank Private Bank, Analyst and Institutional Trader at Safian Investment Research, and Equity Analyst at Columbus Circle Investors. Donna holds a Bachelor of Science degree in Business Administration from Boston University.
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Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients. It believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager,investment advisor, consultant, and constant partner in helping clients achieve their aspirations.