Jeffrey A. Levi
Principal | Financial Services Strategy Head
695 East Main Street
Jeff is a principal with the Casey Quirk practice at Deloitte Consulting LLP, where he advises asset and wealth managers on a wide-range of complex strategic questions. His clients include several of the world’s largest and fastest growing asset and wealth managers, many industry-leading alternatives firms, and a wide-range of specialist boutiques across the traditional, alternative, wealth management and Fintech areas.
With nearly 20 years of industry experience, Jeff’s focus includes strategic planning and business plan development, global distribution design and client experience, operating model design and transformation, building next generation investment capabilities, and capital reallocation. Jeff has on-the-ground experience in South America, Asia, Europe, and North America.
Jeff led the development of Casey Quirk’s Knowledge Center, a global research intelligence platform for asset and wealth managers and remains active in Casey Quirk’s thought leadership – co-authoring papers such as Technology For the C-Suite, Distribution 2.0, Survival of the Fittest, and Retooling Intermediary Sales. Jeff is a frequent speaker at industry conferences and regularly sought out for industry expertise by a wide range of media and publications.
Prior to joining Deloitte, Jeff was a principal at Casey Quirk and a senior analyst at NERA Economic Consulting. Jeff also spent time working in MBIA’s structured finance group, as well as a boutique equity market-neutral and long-short hedge fund. Jeff graduated with a bachelor’s degree in economics summa cum laude from Ithaca College, and received his master’s degree in business administration from the School of Management at Yale University.
Asset management M&A: Industry Outlook 2017 and beyond