David N. Levenson - Leadership Lessons in Wealth Management

David N. Levenson - Leadership Lessons in Wealth Management

Leadership Series

Please join us as YCCI welcomes David Levenson, former President, Wealth Management, The Hartford.

As head of the division, he was responsible for the company’s Individual Annuity, Individual Life, Mutual Funds, Retirement Plans and Wealth Management Runoff businesses.

Previously, Levenson served as executive vice president of The Hartford’s Legacy Holdings business, managing the company’s in-force domestic variable annuity business as well as the international and institutional business segments.

From 2007 to 2009, Levenson served as president and CEO at Hartford Life Insurance K.K., the company’s Japanese subsidiary. He initially led product development and distribution in Japan, beginning in 2006.

Before serving in Japan, he was managing director at Hartford Investment Management Company (HIMCO), responsible for sales and marketing. Prior to joining HIMCO in 2005, he was head of Hartford Life's retail products group.

Levenson joined The Hartford in 1995 following a career at Fidelity Investments. He launched The Hartford’s retail mutual fund business in July 1996. In 1999 he added responsibilities for 401(k) sales management and, in 2000, assumed responsibility for the 401(k) business line management. In 2002, he was promoted to run the retail product management group. In this position, he was responsible for annuities, U.S. and Canadian mutual funds, 401(k) plans, 529 college savings plans and offshore products.

Levenson earned a bachelor’s degree from the Wharton School at the University of Pennsylvania, a master’s degree in business administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan. Levenson is a Fellow of the Society of Actuaries (FSA) and is a Chartered Financial Analyst (CFA.). He serves on the board of directors for the American Council of Life Insurers (ACLI), LL Global (LIMRA/LOMA parent organization), as well as the board of trustees for the Crohn’s and Colitis Foundation of America and The Bushnell Center for the Performing Arts.

Speakers

David N. Levenson
Former President, Wealth Management, The Hartford
Speaker Bio
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As head of the Wealth Management position, David Levenson was responsible for the company’s Individual Annuity, Individual Life, Mutual Funds, Retirement Plans and Wealth Management Runoff businesses. Previously, Levenson served as executive vice president of The Hartford’s Legacy Holdings business, managing the company’s in-force domestic variable annuity business as well as the international and institutional business segments. From 2007 to 2009, Levenson served as president and CEO at Hartford Life Insurance K.K., the company’s Japanese subsidiary. He initially led product development and distribution in Japan, beginning in 2006. Before serving in Japan, he was managing director at Hartford Investment Management Company (HIMCO), responsible for sales and marketing. Prior to joining HIMCO in 2005, he was head of Hartford Life's retail products group. Levenson joined The Hartford in 1995 following a career at Fidelity Investments. He launched The Hartford’s retail mutual fund business in July 1996. In 1999 he added responsibilities for 401(k) sales management and, in 2000, assumed responsibility for the 401(k) business line management. In 2002, he was promoted to run the retail product management group. In this position, he was responsible for annuities, U.S. and Canadian mutual funds, 401(k) plans, 529 college savings plans and offshore products. Levenson earned a bachelor’s degree from the Wharton School at the University of Pennsylvania, a master’s degree in business administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan. Levenson is a Fellow of the Society of Actuaries (FSA) and is a Chartered Financial Analyst (CFA.). He serves on the board of directors for the American Council of Life Insurers (ACLI), LL Global (LIMRA/LOMA parent organization), as well as the board of trustees for the Crohn’s and Colitis Foundation of America and The Bushnell Center for the Performing Arts.