With more than 40 years of experience in the public accounting field, Philip Levy has spent his career focused primarily on wealth management. He advises clients – typically high net worth individuals, family businesses and related charitable organizations – in the areas of tax, estate and retirement planning.
Phil is a member of the American Institute of CPAs and the New York State Society of CPAs. He began his career at Price Waterhouse & Co. and later became a senior tax partner at Gilbert & Levy, LLP. He and his colleagues from Gilbert & Levy joined Janover LLC in 2006. He received his Master of Business Administration degree with a major in Public Accounting from Baruch College and his Bachelor of Arts degree from The City College of New York.
He has served on the boards of the Plainview Jewish Center and the Nassau Suffolk School for Autistic Children. He and his wife, Risa, live in Plainview, New York. They are the proud parents of three children and have four grandchildren. In his spare time, Phil enjoys travel and golf.