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Jay Levin, CFP®

Senior Wealth Advisor, Managing Director

Rockville, MD

Designations

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