Mr. Levy joined Churchill Management Group’s Team in 2016. His over twenty-five years of experience in the financial services industry includes managerial roles in both retail and institutional environments. Prior to working at Churchill Management Group, he served in various roles at William O’Neil + Company for eleven years, including Executive Vice President, Managing Director and as an Account Executive. At Investor’s Business Daily, he worked in several executive management capacities including Vice President of Marketing, Advertising, and later, Operations for fourteen years.

Mr. Levy earned his Bachelor’s Degree in Business Administration and Psychology and his Master’s Degree in Marketing Communication from Boston University. He also serves on MBA Student Investment Fund Advisory Boards for the University of Texas, University of Michigan, and University of Southern California.