Andrew Levin is a Senior Vice President with Rockefeller Capital Management. Prior to joining the firm in 2021, he spent over 13 years at UBS Private Wealth Management advising affluent families, foundations and institutions.
Andrew has had a passion for investing from the age of 13. Destined for a career on Wall Street, he worked with a portfolio manager, fixed income trader, family office and wealth management firm prior to joining Bear Stearns & Co. as an equity analyst in 2006.
As a Senior Portfolio Manager, Andrew draws on his capital markets background to provide him with a differentiated perspective to address the financial challenges of complex balance sheets and concentrated wealth. His deep industry knowledge and experience has given him a seasoned perspective on the markets and investment strategy. Andrew also has developed a focus on working with entrepreneurs throughout the monetization and liquidity planning process.
Andrew attended Indiana University where he received a B.S. in Public Finance. Within his community he serves in leadership roles with a number of local and national charitable organizations. Andrew resides in Atlanta with his wife and their two daughters. In his free time, Andrew enjoys the outdoors, traveling and good food.
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