Senior Vice President, Alternative Investments Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
Jeffrey Levinsohn is a Senior Vice President and Private Wealth Advisor with Morgan Stanley Private Wealth Management. Jeff joined Front Street Group as a partner in 2009, and has been named one of Forbes’ Best-In-State Wealth Advisors for 2020. He graduated with a B.S. in Behavioral Science and Law from the University of Wisconsin-Madison and subsequently obtained an integrated J.D./MBA graduate degree from Temple University’s Beasley School of Law and Fox School of Business and Management. He is a non-practicing attorney and member of the Pennsylvania Bar.
Jeff focuses on helping clients clarify their financial goals, develop wealth allocation plans and implement personalized solutions. In addition to his portfolio management responsibilities, Jeff works closely with our clients’ attorneys and tax advisors to establish wealth transfer and family governance strategies.
Prior to joining the team, Jeff was a Senior Associate at CMS Companies, where he advised clients on the construction of alternative investment portfolios including private equity, real estate and specialty finance. He counseled clients on the use of tax advantaged inter-generational and charitable planning techniques.
Jeff is actively involved with Settlement Music School in Philadelphia, where he serves as a member of the Investment Committee, Chair of the Communications Committee, and Board Member of the Wynnefield Branch. He is also a drummer in the band Cabin Dogs, which has released four albums of roots and blues-based rock and roll. Jeff lives in the Philadelphia suburbs with his wife and three children.