Jay Levin, CFP®

Senior Wealth Advisor, Managing Director

Rockville, MD

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

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

We look forward to learning about your financial goals.

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