David Levi leads Global Product Management and Marketing for
AllianceBernstein. In his Product Management capacity David manages
product positioning and product advocacy through all retail channels –
defining and managing the tools used in all aspects of the sales
process including training, competitive analytics and detailed product
positioning. In his Marketing capacity, David oversees the direction
and creation of collateral and web content to support sales activities
globally. Most recently, David was responsible for Marketing and Wealth
Management at Legg Mason (formerly Citigroup Asset Management). In this
capacity, David managed and set the direction of marketing functions,
including Institutional, Retail, and High Net Worth businesses. In his
Wealth Management capacity, David was responsible for the global
advisory and product strategy associated with the creation and support
of multi-asset class, advice-related products and services offered by
Legg Mason (Citigroup). Prior to Citigroup, David was responsible for
product development and strategic direction for Morgan OnLine, the JP
Morgan Private Bank’s client advisory and client management capability.
During his tenure at JP Morgan, David led several new business strategy
and product development efforts, including the creation of the JP
Morgan Private Bank’s Personal Financial Services business. He was
previously responsible for JP Morgan Investment Management’s strategic
planning functions. Prior to joining JP Morgan, David worked at
Alliance Capital as a Global Quantitative research analyst. David holds
a BA in economics and public policy from Hamilton College, as well as
an MBA from Columbia University Graduate School of Business. David is a
Chartered Financial Analyst (CFA).
