Ross Levin

Ross Levin is a Partner and Senior Wealth Advisor at Next Capital Management, based in New York City. In this capacity, he works directly with a select group of high-net-worth individuals and families, providing tailored investment advisory and wealth management services. His role focuses on comprehensive financial planning, portfolio construction, and long-term asset allocation strategies to meet clients’ financial goals.

Levin’s core expertise lies in portfolio management across a diverse range of asset classes, including equities, fixed income, alternative investments, and retirement planning vehicles. He is known for his detailed, fiduciary-driven approach, ensuring strategies are customized to clients' unique risk tolerances and objectives. Levin has developed deep experience supporting business owners, professionals, and multi-generational families in efficiently preserving and growing wealth.

With a career at Next Capital Management dating back to 2007 and prior operating experience as President of Aida's World of Liquors, Levin brings a blend of entrepreneurial and financial acumen. He holds a degree from The University of Kansas, and is recognized for his commitment to high standards of client care and fiduciary excellence within the investment advisory industry.