John E. Levine, CFP^®, CPWA^®, CAIA, SE-AWMA^™ is a Senior Vice President, Wealth Management Advisor, Sports & Entertainment Advisor in the Park Avenue Office.

John joined Merrill in January 2001. He began his career in 1987 at Sanford C. Bernstein & Co. where he was a Fixed Income Portfolio Manager. He left Sanford Bernstein to enter a Ph.D. program in Economics at University of Pennsylvania. John has an MBA in Finance from New York University's Stern School of Business (1994). John received his BA from Northwestern University (1986) where he studied Economics and Applied Mathematics. He holds the CERTIFIED FINANCIAL PLANNER^™(CFP^®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Private Wealth Advisor^® (CPWA^®) and Chartered Alternative Investment Analyst^SM (CAIA^SM) designations. John grew up in Manhattan and graduated from St. Bernard's (1978) and Horace Mann (1982).

John works with affluent individuals and families. His wealth management approach is disciplined and customized. John first takes the time to learn about your whole life. He gains an understanding of your values and entire financial picture. John is then able to customize a wealth plan that helps to set the strategy for your financial life and help ensure that you stay on track to meet your goals.

John's investment approach utilizes Modern Portfolio Theory and Top-down analysis to design portfolios that strive to maximize risk adjusted performance on an after tax basis. Assets are allocated in keeping with your life goals as reflected in the wealth plan. Third party institutional investment managers are selected to put your strategy to work. The Fixed Income focus is generally on investment grade tax exempt and taxable Fixed Income securities.

John has owned and bred thoroughbred racehorses and is an accomplished tournament thoroughbred handicapper. John lives in Scarsdale, New York with his wife and two sons.