Billy Levine

Principal

Billy Levine
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Hometown

Atlanta, GA

Colleges

Boston University, University of Chicago's Booth School of Business

Office Location

Atlanta (HQ)

Billy Levine is a Principal in the HB Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 17 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB, Billy was a Senior Wealth Advisor at SunTrust, which then became Truist Wealth, for more than eight years, managing the Atlanta wealth management office and then leading client relationships to deliver a comprehensive suite of wealth management services. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank for more than nine years advising clients on their complex wealth management needs. Billy’s career in financial services includes his role as a Vice President in the Investment Banking Department with SunTrust Robinson Humphrey where for more than eight years he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He also is a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. He is a member of the Rotary Club of Atlanta and served in a variety of club leadership positions. He is a member of the Diversity, Equity, and Inclusion Committee at Westminster. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics with a Business Administration minor from Boston University and his MBA from the University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.

 

Billy Levine

Billy Levine is a Principal in the HB Family Office division. He works with a variety of wealthy families to manage the responsibilities and opportunities of their wealth across generations. Billy brings over 17 years of experience in wealth management to his clients, serving as a lead advisor to multi-generational families, executives, and business owners.

Before joining HB, Billy was a Senior Wealth Advisor at SunTrust, which then became Truist Wealth, for more than eight years, managing the Atlanta wealth management office and then leading client relationships to deliver a comprehensive suite of wealth management services. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank for more than nine years advising clients on their complex wealth management needs. Billy’s career in financial services includes his role as a Vice President in the Investment Banking Department with SunTrust Robinson Humphrey where for more than eight years he delivered M&A and capital raising advice to growth companies and family businesses.

An Atlanta native, Billy is deeply committed and involved in civic activities in the Atlanta community. He currently serves on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He also is a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. He is a member of the Rotary Club of Atlanta and served in a variety of club leadership positions. He is a member of the Diversity, Equity, and Inclusion Committee at Westminster. He serves on the American Jewish Committee’s Atlanta Board of Councilors as well as the Chick-fil-A Peach Bowl Board of Advisors. Billy is an active member of The Temple where he is the Chair of the Lynne & Howard Halpern Endowment Fund Board.

Billy earned his BA in Economics with a Business Administration minor from Boston University and his MBA from the University of Chicago Booth School of Business with a concentration in finance and accounting.

In his free time, Billy enjoys traveling, golf, skiing, musical theater, and pretty much any Atlanta sports team.

 

Hometown

Atlanta, GA

Colleges

Boston University, University of Chicago's Booth School of Business

Office Location

Atlanta (HQ)

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