Jeff Leventhal

Formal First Name

Jeff

Link

Location

Jeff Leventhal is Managing Director and Partner at Hightower. As a personal CFO for over two decades, helping clients minimize their financial concerns is his main priority. Leventhal specializes in complex financial planning, estate planning strategies, private real estate, private equity, and small business consulting. Outside finance, Leventhal serves as an ambassador for a football internship program at the University of Maryland that seeks to get student-athletes real-world work experience and a head start to future employment.

Entity Types

	Hedge Fund
	Mutual Fund

Strategies

	Asset Allocation
	Investment Strategy

Terms

Leventhal is a Certified Exit Planning Advisor (CEPA®) and a Certified Investment Management Analyst (CIMA®).
He is currently on the board of the National Federation to End Senior Hunger, the Towson University Board of Visitors, and the Towson University Athletic Board.
He was selected by Barron’s in 2009, 2010, 2011, 2016, 2017, and most recently in 2018, as one of the Top 1200 Independent Financial Advisors.
He was featured in the Financial Times as one of the Top 300 Registered Investment Advisors in the country in 2014 and 2016.
Four years in a row, 2011-2014, the Washington Business Journal recognized him as a NABCAP Premier Advisor for high-quality Wealth Management acumen.
He was also named to the Forbes Top Wealth Advisors in America List, the Forbes Best-In-State Wealth Advisor List ranking #5 in Maryland (2017-2018).

People