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Jesse Levitt
Senior Planning and Investment Analyst at Bleakley Financial Group, LLC
About
Jesse Levitt is a Senior Planning and Investment Analyst at Bleakley Financial Group, LLC, based in New York, NY. In this capacity, he provides analytical support for investment planning, portfolio construction, and financial analyses tailored to individual and institutional clients, ensuring optimal alignment with their long-term objectives.
He began his career with hands-on experience as a summer intern at both Public.com and T3 Trading Group, LLC, where he developed foundational expertise in equity trading and digital investment platforms. Prior to his current role, Jesse also served as a Senior Planning and Investment Analyst at OnePoint BFG Wealth Partners, broadening his exposure to wealth management for high-net-worth individuals and sophisticated portfolio strategies.
Jesse holds a degree in Economics from the University of Arizona’s Eller College of Management, equipping him with strong quantitative and research skills. His focus areas span equities, fixed income, and multi-asset portfolios, with a client-centric approach to investment analysis and financial planning. He leverages this background to support the firm’s advisory team in delivering data-driven, diversified investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OnePointBFG Wealth Partners | Senior Planning and Investment Analyst | Oct 2019 to Present | I’m part of the Investments and Planning Analyst team, supporting investment research, portfolio management, proposals, and retirement analysis. I also manage the firm’s trading technology platform, e... |
| Public.com | Summer Intern | Jul 2018 to Aug 2018 | Organized market research on the competition and social media components that allows users to compare portfolios with other professionals. |
| T3 Trading Group, LLC | Summer Intern (2016 and 2018) | May 2018 to Aug 2018 | Performed securities research and analysis for a risk management team and assisted with developing training manuals to help new traders. Participated in simulated trading exercises, providing feedback... |
| Frier Levitt, LLC | File Clerk | Jun 2015 to Aug 2015 | Reorganized and restructured the law firm’s closed files to help lawyers locate documents for future cases and research purposes. |
Education
University of Arizona, Eller College of Management
Economics
2015 — 2019
Livingston High School
2011 — 2015
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
 | Investment Research and Planning Analyst | Chatham, NJ , United States |
 | Partner | Fairfield, NJ , United States |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States |
M Michael Axelrod | Managing Partner | NJ , United States |
 | Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States |
 | Partner | Miami, FL , United States |
 | Partner | Franklin Lakes, NJ , United States |
 | Senior Investment Research and Planning Analyst | New York, NY , United States |
 | Chief Investment Officer | New York, NY , United States |
 | Partner | Parsippany-Troy Hills, NJ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Circle Wealth Management, LLC | NJ , United States |
 | Managing Partner | Circle Wealth Management, LLC | New York, NY , United States |
 | Investment Associate | Hennion & Walsh Asset Management, Inc. | Rockaway, NJ , United States |
K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |
