Donna Levy-Leroy

Ms. Donna Levy-Leroy is a Managing Director at Wealthspire Advisors LLC.
She joined the firm in 2000.
She serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax management and estate planning into a comprehensive financial/investment strategy.
Ms. Levy-Leroy is also an active member of the Investment Policy Committee and has over 30 years of wealth management experience.
Before joining the firm in 2000, Ms. Levy-Leroy previously served as the Director of Investment Advisory Services for Clarfeld Financial Advisors Inc., a financial planning, tax, and investment advisory firm specializing in providing comprehensive financial services to high net worth individuals and executives of multinational corporations.
She also held positions as Vice President, Investment Specialist for the Citibank Private Bank, and worked at Safian Investment Research, an economic advisory firm specializing in providing investment strategy research to institutional investors.
Ms. Levy-Leroy worked as an Analyst at Columbus Circle Investors Corp.
She received a BS in Business Administration, with Honors, from Boston University.