Edward Levi
Wealth Management Advisor
Edward Levi is an Investment Adviser Representative specializing in emerging growth stocks. He has focused his career on researching the technical aspects of the market, assessing market sentiment, momentum, and chart patterns. With his approach to investing, he has been the subject of an article written by the Wall Street Journal: "Moving The Market-Tracking The Numbers / Street Sleuth", by Mohammed Hadi, November, 2005. Over the years, he has given market presentations to financial advisers at Smith Barney and Morgan Stanley showing bullish and bearish extremes in sentiment and chart patterns. Edward spent 11 years at Dean Witter, 18 years at Smith Barney, and 8 years at Morgan Stanley. He decided to join Lazari Capital Management to concentrate on building private portfolios for clients, whether related to growth, income, or both.