Mont Levy, JD is a principal and wealth advisor at Buckingham Asset Management, LLC. He is the CEO of BAM Advisor Services, LLC and also sits on the executive committee for the Buckingham Family of Financial Services, LLC.

 

His background includes managing equity and bond portfolios, and he has worked extensively with numerous asset managers. He previously worked as vice president of finance and administration at Grand Center, Inc. — a not-for-profit real estate urban development organization in St. Louis — and as a partner with Follman/Levy Acquisition Group.

 

His civic contributions include serving as president of the Jewish Federation of St. Louis, Craft Alliance and the Jewish Fund for Human Needs, and he is immediate past chair of Shakespeare Festival St. Louis. Mont currently serves on the boards of Opera Theatre of Saint Louis, John Burroughs School and Herbert Hoover Boys and Girls Club. He served for many years as a member of the executive committee of Forsyth School in St. Louis as well as other posts within the Jewish Federation of St. Louis, American Jewish Committee and many other not-for-profit boards.

 

In 2010, Mont was named to Accounting Today’s Top 100 Most Influential People list for the second consecutive year. Mont was recognized by St. Louis Magazine as one of the “40 Under 40.” He was also recognized by the National Conference of Community and Justice for his role in the community.

 

Mont holds his law degree from Washington University in St. Louis and is licensed to practice law in Missouri and Illinois. He holds a bachelor’s degree in political science from the University of Washington in Seattle.