David Levi

Who is David Levi?

David Levi leads Global Product Management and Marketing for

AllianceBernstein. In his Product Management capacity David manages

product positioning and product advocacy through all retail channels –

defining and managing the tools used in all aspects of the sales

process including training, competitive analytics and detailed product

positioning. In his Marketing capacity, David oversees the direction

and creation of collateral and web content to support sales activities

globally. Most recently, David was responsible for Marketing and Wealth

Management at Legg Mason (formerly Citigroup Asset Management). In this

capacity, David managed and set the direction of marketing functions,

including Institutional, Retail, and High Net Worth businesses. In his

Wealth Management capacity, David was responsible for the global

advisory and product strategy associated with the creation and support

of multi-asset class, advice-related products and services offered by

Legg Mason (Citigroup). Prior to Citigroup, David was responsible for

product development and strategic direction for Morgan OnLine, the JP

Morgan Private Bank’s client advisory and client management capability.

During his tenure at JP Morgan, David led several new business strategy

and product development efforts, including the creation of the JP

Morgan Private Bank’s Personal Financial Services business. He was

previously responsible for JP Morgan Investment Management’s strategic

planning functions. Prior to joining JP Morgan, David worked at

Alliance Capital as a Global Quantitative research analyst. David holds

a BA in economics and public policy from Hamilton College, as well as

an MBA from Columbia University Graduate School of Business. David is a

Chartered Financial Analyst (CFA).