Avraham Levitan, MA, IACCP®, CFE, AIF®

Chief Compliance Officer


Avrami joined the firm in December 2015 as its compliance officer and is focused primarily on managing and implementing the firm’s compliance program.

As Chief Compliance Officer (CCO), he has led the firm to adopt the Fiduciary Standard to serve its clients “Best Interests.” In 2018 the firm became CEFEX certified. CEFEX certified firms have demonstrated their adherence to the fiduciary standard by adopting industry best practices for advising their clients.

Avrami came from J.P. Morgan Chase where he was an anti-money laundering compliance analyst responsible for money laundering investigations in its clients’ business accounts, he has held the certified anti-money laundering specialist (CAMS) designation from 2014 through 2019.

Avrami received a master of arts degree in criminal justice from Sacred Heart University (2011). Avi holds the investment adviser certified compliance professional® (IACCP®), certified fraud examiner® (CFE), and the accredited investment fiduciary® (AIF®) designation. He is also a dispute resolution arbitrator on the FINRA network and is an investment advisor representative.

dispute resolution advisorInvestment Adviseranti-money laundering specialist
fraud examiner  Accredited Investment Fiduciary® (AIF®) designation