Mr. Levine joined First Republic in 2018. Mr. Levine has served as a financial adviser to wealthy families and institutional investors for the past 32 years. Prior to joining First Republic, Mr. Levine was a Managing Director at UBS PWM, which he joined in 2009 from Credit Suisse. Mr. Levine began his career at Smith Barney in 1987.
Mr. Levine has been a selection as one of Barron’s Top 100 Advisors1 in 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2008, and 2007. He was also rated as one of America’s Top Wealth Managers by Forbes2 in 2018 and 2017. Mr. Levine recently retired from the Curtis School Board of Trustees where he served for seven years.
Mr. Levine earned his Bachelor’s degree in Political Science from UCLA. He also completed the Wealth Advisor Program at NYU Stern School of Business in 2001 and the Investment Consultant Program at the Wharton School at the University of Pennsylvania in 2003.
Wealth Management Experience: Since 1987
1The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
2Forbes ranking is based on the opinions of SHOOK Research, LLC. Advisors are ranked on quality of practice including client retention, industry experience, assets under management, revenue generated for their firms, and other quantitative criteria. Investment performance is not a criteria. SHOOK Research, LLC does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
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