Founder & CEO
James Levy is an international investment advisor with over twenty-five years of experience both as a Senior Vice President in Merrill Lynch International Private Bank and the founder of Clearwater Private Investment, a boutique investment consulting firm. James is also Senior Advisor for Business Development of the Luxembourg-based Synthesis Sicav-Sif, the investment managers of Europe’s first regulated Peer-to-Peer Lending Fund, as well as a speaker and writer on Alternative Finance and Market-based Lending. James is a strong advocate for the urgent need for Investment Advisors to embrace alternative finance and market lending for the benefit of their clients.
