Todd Levy,
CFP®, CDFA®
MANAGING DIRECTOR
Todd Levy
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Todd Levy, is a Managing Director at Altium Wealth Management. He brings 20 years of consulting and planning experience to high net-worth individuals, their families and their businesses. Todd's clients enjoy a superior level of clarity and control over every aspect of their financial life so they can make precise decisions about their future. Todd and the Altium team help design financial plans that adjust and adapt to each client’s changing needs. Through constant communication and relentless execution, they ensure that every last detail in a client’s plan is executed, updated and continues to evolve long after the typical financial planning process is over. Todd and his team are proud to be part of each client’s financial ecosystem and often are a family’s first call either in prosperous or challenging times.

 

Prior to merging his firm with Altium, Todd was a founder at Prosperian Wealth Management. Todd is the Chairman and co-founder of Ice Hockey in Harlem (IHIH), a not-for-profit youth organization in New York City. Since 1987, IHIH has served over 10,000 boys and girls in the Harlem community both athletically and academically. Over the past 33 years, he has witnessed the impact that mentoring has on the lives of inner city youth. Todd grew up in New York City, graduated from New York University and now lives in Westchester with his wife and two children and you can find him in his free time either on the tennis court or at the hockey rink.