Jeff Levi is a Partner in Deloitte Consulting’s Casey Quirk practice, where he leads the firm’s investment management consulting services business and serves on the investment management and real estate practice leadership team. He advises asset and wealth managers on a broad range of complex strategic issues, including growth strategy, business and operating model transformation, and technology strategy.
Levi’s client portfolio spans some of the world’s largest and fastest-growing asset and wealth managers, leading alternatives firms, and a diverse set of specialist boutiques across traditional asset management, alternatives, wealth management, and fintech. He brings global experience, having worked across South America, Asia, Europe, and North America.
Levi led the development of Casey Quirk’s knowledge center, a global research and intelligence platform for asset and wealth managers, and remains an active contributor to Deloitte and Casey Quirk thought leadership. His co-authored work includes Transforming the Enterprise: Attributes of Winning Firms in Wealth Management, An Industry Rearranged, Digital Wealth Manager of Today, Technology for the C-Suite, Distribution 2.0, Survival of the Fittest, and Retooling Intermediary Sales. He is also a frequent speaker at industry conferences and a sought-after commentator for media and publications.
Outside of work, Levi has set a Guinness World Record, won a CNBC game show, and traveled around the world by ship. Prior to joining Deloitte, he was a partner at Casey Quirk and a senior analyst at NERA Economic Consulting. He holds a bachelor’s degree in economics, summa cum laude, from Ithaca College, and an MBA from the Yale School of Management.