Adam Levy
Managing Director
Adam returned to DeVoe & Company in 2022 after previously working with the company in 2014-2015. Adam is focused on delivering our valuation, strategic consulting and M&A services to RIA clients. He is an experienced CFO and financial analyst.
He has held positions across multiple industries, including financial services, technology, and other professional services verticals. Most recently, he was the CFO at Talent, Inc a technology-enabled career services provider. Prior to that, he was the CFO at Helix Education, a technology-based enrollment platform for colleges and universities. Earlier in his career, Adam co-founded Deer Creek Capital Partners, a long/short alternative investment fund. He was also a Senior Equity Analyst at Invesco Funds Group.
Adam has a BA in English from the University of Michigan, an MBA in Finance from Cornell University Johnson Graduate School of Management and holds the Chartered Financial Analyst designation.
