What kind of college do you need (or don't you need) to break into the financial world?
Why did you establish a franchise of nearly-free Jewish after-school private schools in the LA area?
Can you explain private equity to a complete newbie?How many of the Lubavitcher's Rebbe's dollars did you score?
Levi Nagel is the Founding Partner and Managing Member of Glean Capital, a Private Equity Firm in Los Angeles.
Levi has been in wealth management since 2003.
He was at UBS from 2003 to 2008 and at Citi Smith Barney / Morgan Stanley from 2008 to 2016.
In 2015, OnWallStreet ranked Levi number 2 in the Country in its list of 40-under-40 top wealth advisors.
Levi’s involvement in philanthropy includes the founding of the Nagel Jewish Academy.
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