Jeff Levine, CPA*, CFA

Jeff Levine serves as Wealth Management Investment Coordinator at Amon & Associates, supporting the firm’s portfolio management, client service, and investment operations functions. He works closely with advisors and clients on portfolio analysis, trading, and reporting, and plays an integral role in investment due diligence and implementation of client strategies.

Before joining Amon & Associates, Jeff spent over two decades at Thomas Capital Group as a private equity placement agent, where he was responsible for the sales and marketing of client funds and played a key role in manager selection and due diligence. He also developed investor materials, coordinated fundraising efforts, and served as the firm’s expert on fund administration and operations. Earlier in his career, Jeff worked at Cigna and KPMG, where he developed a strong foundation in portfolio analysis, fund accounting, and financial reporting.

Jeff is a Certified Public Accountant and a Chartered Financial Analyst, and holds FINRA Series 7, 24, 27, 63, and 79 registrations. He earned his B.S. in Business Administration with dual concentrations in Accounting and Finance from Bryant University.

Outside of work, Jeff was a four-time elected member of the Rocky Hill Town Council and serves as a Chairman on the Executive Committee of the Travelers Championship PGA Tournament. He is also an avid golfer.