Maxwell Levy

Maxwell Levy is a Support Analyst at Fratarcangeli Wealth Management, where he supports
the Senior Management and Relationship Management teams across client service,
operations, and investment-related workflows. He brings a strong academic and
professional foundation to the firm, with experience spanning structured finance and
private equity.
Originally from New York City, Maxwell earned his bachelor’s degree in finance from Tulane
University and broadened his global perspective while studying abroad at Bocconi
University in Milan. Prior to joining FWM, he completed a structured finance internship at
Prudential and later worked at a renewable energy private equity firm, where he gained
exposure to alternative investments and analytical modeling.
Maxwell is dedicated to helping clients and their families navigate their financial lives with
clarity and confidence. Outside of work, he enjoys weight training, playing chess, and
traveling to music festivals.