investment advisor in Cambridge, Massachusetts
investment advisor in Cambridge, Massachusetts
Hello :)
You have found it! The behind the scenes connection to our super smart, sometimes silly and always amazing team. You are probably here because you want to know more about life at LEVATUS.
This means so much to all of us, so we've decided to show you rather than just tell you. With that, we hope these photos and stories will bring this amazing place (and the special mission we all share) to life. We're so glad you're here!
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investment advisor in Cambridge, Massachusetts
investment advisor in Cambridge, Massachusetts
investment advisor in Cambridge, Massachusetts
Trusted investment advisors in Cambridge, Massachusetts
our culture
Working at Levatus
The kind of people who thrive at LEVATUS are intelligent, hardworking, fun loving, empathetic and highly ethical. We are purpose driven and forward thinking. We are people who ‘chase the good’ and understand the value of a life well lived. We each measure success by the positive impact we have had on our team and the positive impact we have had on our clients’ lives. This is how LEVATUS measures success as well. If this sounds like you, please visit our jobs board!
our stories
Meet Jessica Grande
Hello. If you are looking for a company that stands for something special you have come to the right place! I am a member of the founding team at LEVATUS. I took the leap after spending many years in the financial industry. I just felt like I wanted more of a sense of purpose in my life, a mission to really change the things I thought needed changing. At LEVATUS I have found that, and so much more. We are like a family. With every passing life event or client event or world event, I feel this even more intensely.
I have a passion for lots of things in life. I love to dance and competed at the world step dancing championships a while back (and now my daughter just got her first pair of step dancing shoes). My husband runs a small business which is a fun and exciting endeavor. We also have a passion for real estate investing!
Thanks for reading a piece of my story.
our Perspective
Tedx Beacon Street
The investment industry has told us for decades what should make us happy. Why isn’t it working?
Philanthropy at Levatus
Community
Finding ways to support our communities is a core part of the LEVATUS philanthropic mission.. Active involvement with local philanthropic organizations focused on empowering and supporting those who struggle is part of who we are.
getting involved
Leading change is something we feel passionate about. We care deeply about female leadership, innovative approaches to problem solving and empowerment and are always thrilled to roll up our sleeves and get involved to support these causes.
Giving back
We aspire to change the world with many small acts of kindness and to address the issues that matter most to our team members. Being in touch with the people who are a part of our communities inspires us and drives our philanthropic giving.
community
One Bead – Cheese For Good
OneBead, a local education focused non-profit, is elevating "the power of empowering" to a whole new level right here in Boston’s schools.. Programming in community based entrepreneurship is the catalyst for lessons on innovation, impact, empathy, civic engagement and leadership. So awesome to support these young entrepreneurs.
Getting involved
Rock The Runway
“Rock the Runway” celebrates the Positive Impact of Female Leadership in Boston. This year’s festivities brought together outstanding women who “lead with style” and “live on purpose” and who, with that, have had an amazing positive impact on our special city. So fun to support this amazing group of trail blazers.
GIVING BACK
Jog for Joy
Jog for Joy is a LEVATUS tradition. Each year our team (and friends from near and far) run in small races in Massachusetts and Rhode Island that support philanthropic missions within our community. We call it ‘community commitment in motion’.
What We’re Up to
RECENTLY AT LEVATUS
Our Journal
The diversity of our journal content is a reflection of the holistic approach we take in our conversations with clients and the world. Enjoy!
A new wave of mega-IPOs could reshape public markets, with SpaceX, OpenAI, and Anthropic among the highest-valued private companies ever created. Their eventual listings will mark a new chapter for passive investing, as unprecedented amounts of market value enter major indexes and become incorporated into index-based investment strategies.