Gabriel Levy, CFA

Chief Operating Officer, FFG

Gabe brings a passion for capital allocation and financial analysis to Fiori Financial Group. As an investment adviser representative and a member of the investment committee, he is responsible for portfolio management and conducting investment research. 

Gabe originally joined FFG after graduating from the Sy Syms School of Business in 2015. He obtained his series 7 and 66 and started working toward earning his CFA® charterholder shortly thereafter. After working in the investment industry for a few years, he decided to pursue an opportunity in private equity in order to deepen his knowledge and understanding of investing and business.  

Gabe spent time working at StartupBootcamp Miami, a Miami-based venture capital group and Liebman Group, a boutique private equity group. He assisted with managing the various portfolio companies, business development, due diligence and financial analysis. 

Gabe rejoined FFG in February 2021 as a junior partner and portfolio strategist.

Gabe reobtained his series 7 and became a CFA® charterholder in September 2018.