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Neil Levy , CPA, CFP
Neil Levy is an Insurance Professional with CBS Coverage Group. An extensive career on Wall Street over 15 years has provided him with the expertise and knowledge to manage CBS’s Financial Institutions Risk Group focused on Professional and Management liability coverage for financial institutions as well as numerous non-profit institutions. In addition to this specialized knowledge, Neil’s background lends itself to all areas of property & casualty insurance.
His past careers as an analyst for an investment bank and as a public accountant have provided a strong foundation in interpreting the financials of a company as well as analyzing contracts and other pertinent information, indispensable to the risk management process.
He was the president and founder of Highpoint Capital Advisors, LLC., an investment limited partnership and has held diverse positions within the investment industry.
Neil is a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP) as well as a Registered Principal and Investment Advisor Representative with FINRA. He received a B.S. in Accounting from Lehigh University in 1993 and earned his MBA from New York University's Stern school of Business in 2000.
Neil is a member of the Chartered Financial Analyst (CFA) Institute as well as the New York State Society of Securities Analysts and has been the feature of published articles such as business magazine Hedge Fund Manager Weekly and Florida Trend.