Steven Levitt

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Steven Levitt

Steven founded and leads Park Sutton Advisors. He has focused on middle-market M&A and strategic advisory work in the financial services sector for the past 23 years working with asset and wealth managers, broker-dealers, and fund administrators globally.

Prior to founding Park Sutton Advisors, Steven worked with three investment banking boutiques where he focused on strategic and transactional work in the securities and investment advisory industry. He was a partner with Cambridge International Partners which he joined from MilleniumAssociates where he led that firm’s North American practice. Earlier, Steven worked at Putnam Lovell.

Steven holds a Bachelor of Arts degree in Economics from Stanford University and a Masters of Business Administration in Finance from The Wharton School of the University of Pennsylvania. He is an alumnus of Stuyvesant High School.

Steven is a frequent speaker at industry conferences and seminars and was active in the Speaker Retainer Program of the CFA Institute from 2007 – 2017 speaking on the topic of valuation of asset and wealth managers. He has served as an investment banking course instructor for Baruch College of the City University of New York. He holds Series 7, 24, and 63 registrations. He is fluent in Spanish, and prior to Wharton spent several years living in Mexico City

October 2019

Oct
17
Thu

Private Wealth Managers, Succession Plans: Handing Off the Baton

Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects. 

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Private Wealth Management
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