Seeking Alpha

James Levy

ABOUT
I am an international investment advisor and and financial services entrepreneur with over twenty years of experience in private banking focused on the High Net Worth and Business-Owner segment.

I began my career in 1991 at Merrill Lynch International Private Bank in Madrid, Spain as a Financial Consultant, and left Merrill Lynch in 2003 as a Senior Vice President to co-found Private Wealth Advisors, a boutique investment advisory firm acquired by Spain´s Banco Inversis in 2009.

Prior to joining Synthesis Multi-Asset Architecture Sicav-Sif as Director of Business Development,

I founded P2P Finance, an investment consulting firm focused on helping high net-worth clients design strategies to ...More
SNAPSHOT
  • Description: Other C-Level Executive. Trading frequency: Weekly
  • Interests: Mutual funds, Retirement savings
COMPANY
P2P Finance, S.L. I am an international investment advisor and and financial services entrepreneur with over twenty years of experience in private banking focused on the High Net Worth and Business-Owner segment. I began my career in 1991 at Merrill Lynch International Private Bank in Madrid, Spain as a Financial ...More
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LATEST STOCKTALK more »
Escape From The Matrix: Alternative Finance And Investment Advisors http://seekingalpha.com/a/19ul7 5 days ago