Jeffrey A. Levi
Jeff is a principal with the Casey Quirk practice of Deloitte Consulting LLP. Jeff advises asset and wealth managers on a range of complex strategic challenges. With nearly 15 years of experience in the asset management industry, Jeff's experience cuts across business plan development, organizational design, incentive alignment, global distribution design, investment quality assessment, mergers and acquisitions, due diligence, integration, and product development.
Jeff also leads the Knowledge Center, Casey Quirk's global research infrastructure for asset managers and buyers of investment services. In this capacity, Jeff manages content development initiatives to strengthen the practice's industry presence and provide critical data for project engagements. He has on-the-ground experience in South America, Asia, Europe, and North America.
Prior to joining Deloitte, Jeff was a partner at Casey Quirk and a senior analyst at NERA Economic Consulting (NERA). At NERA, Jeff led teams that conducted rigorous economic and financial analysis to solve complex economic disputes. Jeff also spent time working in MBIA, Inc.'s structured finance group, as well as a boutique equity market-neutral and long-short hedge fund.