David Levi, Cfa
About David Levi, Cfa
David Levi, CFA, is the Managing Partner and CEO of Brookfield Global Client Group at Brookfield Asset Management in the New York City Metropolitan Area. He holds an MBA from Columbia Business School and a BA from Hamilton College, and he is a member of the Aspen Global Leadership Network.
Current Position at Brookfield Asset Management
David Levi is currently the Managing Partner and CEO of Brookfield Global Client Group at Brookfield Asset Management. Based in the New York City Metropolitan Area, he is responsible for the strategic expansion of fund offerings and client solutions.
Previous Roles at Brookfield Asset Management
David Levi previously held roles within Brookfield Asset Management including Managing Partner, CEO of Brookfield Oaktree Wealth Solutions (2021-2024), and Managing Partner, CEO of Brookfield Public Securities Group (2014-2024). In these capacities, he oversaw various aspects of business development and client engagement in the Greater New York City Area.
Professional Experience Before Brookfield
Before joining Brookfield Asset Management, David Levi served in multiple leadership roles, including Managing Director, Head of Global Business Development at Nuveen (2009-2014), Senior Managing Director, Global Business Development and Marketing at AllianceBernstein (2004-2009), Managing Director, Head of Marketing and Product Management at Legg Mason (2001-2004), and Vice President, Strategic Planning & Business Development at J.P. Morgan Asset Management (1996-2001). He began his career as a Quantitative Analyst, Global Equities at AB (1993-1995).
Educational Background
David Levi holds a Master of Business Administration (MBA) degree in Finance from Columbia Business School. He also earned a Bachelor of Arts (BA) degree from Hamilton College. These educational achievements have helped him cultivate a strong foundation in finance and business development.
Involvement with The Aspen Institute
David Levi is currently a Finance Leaders Fellow at The Aspen Institute and a member of the Aspen Global Leadership Network. As part of the 2019 class of the Aspen Finance Leaders Fellowship, he engages with other leaders to address complex societal issues.
Professional Designations
David Levi holds the Chartered Financial Analyst (CFA) designation, showcasing his expertise and commitment to the highest standards of ethics, education, and professional excellence in the investment management field.