David Levi

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).