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David Levi Managing Partner & Head of Brookfield Oaktree Wealth Solutions

David Levi

Managing Partner & Head of Global Client Group

David Levi is a Managing Partner and Chief Executive Officer of Brookfield’s Global Client Group. In this role, he is responsible for Brookfield’s client relationships across the organization, including the expansion of fund offerings, client solutions, and servicing its large and growing institutional and private wealth client base. Prior to this, Mr. Levi was a Managing Partner and CEO of Brookfield Oaktree Wealth Solutions, which is responsible for Brookfield and Oaktree’s relationships with private wealth clients globally.

Prior to joining Brookfield in 2014, Mr. Levi was Head of global business development at Nuveen Investments, after holding similar positions at AllianceBernstein and Legg Mason.

Mr. Levi holds a Master of Business Administration degree from Columbia Business School and a Bachelor of Arts degree from Hamilton College. He is a Fellow of the 2019 class of the Aspen Finance Leaders Fellowship, a member of the Aspen Global Leadership Network and holds the Chartered Financial Analyst designation.