Levi brings a strong commitment to investment management and client service to the StoneBridge Advisors team. He holds a Bachelor of Science and a Master of Science in Sports Management from Mount St. Mary's University and maintains his Series 7 and 66 registrations.
As Chairman of both the StoneBridge Advisors Investment Committee and Sponsorship Committee, he plays a key role in guiding the firm's investment philosophy and community engagement efforts.
Levi resides in Red Lion, Pennsylvania, with his wife, Abigayle, and their German Shepherd, Rex. A lifelong hockey enthusiast, he enjoys playing, coaching, and following the sport whenever he can, bringing the same teamwork and dedication to his personal interests that he does to his professional career.