CoverProfile

Steve Levy

President

BirdRock Wealth Management

United States, Texas, Austin

About Me

Steve Levy is President of BirdRock Asset Management. He has over 25 years of investment experience including Janus Capital and Richard Slaughter Associates where he served on their investment committee for five years before forming BirdRock in 2006. Steve oversees BirdRock's Small Cap Value investment strategy which he's been managing since its inception in January 2004. Steve is an Accredited Wealth Management Advisor as well as an 11-time Texas Monthly Five Star Wealth Manager.

Profile Information

President

BirdRock Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Austin

Texas

United States

Aug 6, 2024

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