Brian Levy

Brian Levy, CFP®, is an experienced investment consultant and certified financial planner at Zacks Investment Management since October 2016, focusing on market updates, portfolio reviews, and comprehensive financial plans within the Private Client Group. Prior to this role, Brian served as a Business Banking Relationship Manager - Assistant Vice President at JPMorgan Chase from December 2008 to December 2014, managing a portfolio of companies with annual revenues from $2MM to $20MM and delivering tailored banking solutions. Earlier, Brian held positions as a Small Business Specialist and Licensed Personal Banker at JPMorgan Chase. Brian holds a Bachelor of Arts in Economics from the University of Wisconsin-Madison and completed the CFP Program at Northwestern University in 2016.