Portfolio Review

Mont Levy, JD PDF Print E-mail
Mont Levy, JD is a Buckingham principal and investment advisor. He also serves as the chief executive officer and a principal and co-founder of BAM Advisor Services, LLC.
 
Before coming to Buckingham, Mont worked as vice president of finance and administration at Grand Center, Inc. and as a partner with Follman/Levy Acquisition Group. His background includes managing equity and bond portfolios, and he has worked extensively with numerous asset managers.

Mont has served as president of the Jewish Federation of St. Louis, Craft Alliance and Jewish Fund for Human Needs. He was recognized as one of St. Louis Magazine's "40 Under 40." In 2009, he was named one of the Top 100 Most Influential People by Accounting Today.
 
Mont has a law degree from Washington University in St. Louis and a bachelor’s degree in political science from the University of Washington in Seattle.


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