Jay Levin, CFP®
Senior Wealth Advisor, Managing Director
Jay is a Senior Wealth Advisor based in MAI’s Rockville, MD office. He joined the firm in 2021 following the acquisition of Investment Planning Associates (IPA), where he was the Owner and President. Jay has more than 35 years of experience in the investment advisory business during which he has worked extensively with high-net-worth individuals and families to help them manage their investment strategies.
Before founding IPA in 1990, he worked in New York with Donaldson, Lufkin & Jenrette and Cowen & Co. advising institutional investors. Jay earned a B.S. in Economics from Towson State University and an MBA in finance and investments from the University of Texas at Austin. A CERTIFIED FINANCIAL PLANNER™ professional, he is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Jay has also been a frequent public speaker on his areas of expertise.