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Jeffrey A. Levy

Jeffrey A. Levy

Principal,
Financial Advisor

Financial Advisors

Jeffrey Levy is an institutional retirement plan advisor based in New York, NY.

CAPTRUST welcomed Jeff to the firm in 2021. He has over 35 years of experience in strategic consulting, plan design, and administrative services for all types of retirement plans. Jeff’s areas of expertise include defined contribution plan services, 403(b), 401(k), non-ERISA plans, defined benefit and actuarial services, and postemployment benefit obligations.

Jeff joined us from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as managing partner. There, he was responsible for developing and implementing strategic initiatives and account management for various retirement plan sponsors.

He is a frequent speaker at industry events on subjects such as defined contribution fiduciary practices, the role of technology in benefits consulting, and benefits trends. Jeff graduated from the University of Buffalo with a Bachelor of Arts degree in mathematics and statistics.

Education

  • Bachelor of Arts degree in mathematics and statistics from the State University of New York at Buffalo
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