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 19 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 Truist Wealth, managing the Atlanta office of SunTrust Private Wealth for 3 years and then serving as lead advisor for a small group of distinguished families. Prior to SunTrust, he was an Executive Director in the Atlanta office of JP Morgan Private Bank. Billy’s career in financial services includes his role in investment banking with SunTrust Robinson Humphrey where 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 Trustees of Westminster. He is also a Life Member of the Winship Cancer Institute Advisory Board and served as a prior Board Chair. Previously, he served on the Board of Directors of the Atlanta Speech School and was a prior Board Chair. He is a member of the Rotary Club of Atlanta and has served in a variety of club leadership positions. 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 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.