Founders

Managing Director, Co-Founder
Steven.Levitt@ParkSuttonAdvisors.com

Steven leads and co-founded Park Sutton Advisors. He has focused on middle-market M&A and strategic advisory work in the financial services sector for the past 15 years working with asset and wealth managers, broker-dealers, and fund administrators globally.

Prior to co-founding Park Sutton Advisors, Steven worked with three investment banking boutiques where he focused on strategic and transactional work in the securities and investment advisory industry. He was a partner with Cambridge International Partners which he joined from MilleniumAssociates where he led that firm’s North American practice. Earlier, Steven worked at Putnam Lovell.

Steven holds a Bachelor of Arts degree in Economics from Stanford University and a Masters of Business Administration in Finance from The Wharton School of the University of Pennsylvania. He is an alumnus of Stuyvesant High School.

Steven is a frequent speaker at industry conferences and seminars, and has been particularly active in the Speaker Retainer Program of the CFA Institute speaking on the topic of valuation of asset and wealth managers. He has served as an investment banking course instructor for Baruch College of the City University of New York. He holds Series 7, 24, and 63 registrations. He is fluent in Spanish, and prior to Wharton spent several years living in Mexico City.

Co-Founder
Jaime.Carvallo@ParkSuttonAdvisors.com

Jaime co-founded Park Sutton Advisors. Prior to Park Sutton, Jaime spent 9 years advising Latin American high-net-worth individuals representing over $500 million in assets. Most recently, he was a Private Banker with Deutsche Bank, actively involved in developing the Andean Region client base for the bank’s New York office.

Prior to Deutsche, Jaime spent over three years with HSBC Private Bank, also focused on developing the Andean Region market and advising clients on their wealth management needs. At HSBC, with the bank’s CEO for Latin America, Jaime co-managed the largest offshore relationship managed from New York. He was also awarded membership into the high-profile Group Private Bank’s High Potential Development Programme (“HPDP”), a 3-year program accepting only 50 new members globally each year.

Prior to HSBC, Jaime spent over four years with The Citigroup Private Bank also actively advising wealthy Latin American clients. From 1995 through 1999, Jaime was a corporate banker with Banco de Credito del Peru, the country’s largest commercial bank, managing a significant portfolio of loans and performing credit analyses for some of Peru’s largest private corporations.

Jaime is a dual Peruvian – Italian citizen and holds a Bachelor of Science in Business Administration from the University of Lima, Peru. He also holds a Masters of Business Administration in Finance, Marketing, and Strategic Management from The Wharton School of the University of Pennsylvania. He holds Series 7, 24, 63, and 66 registrations. Jaime is passionate about 20^th Century French decorative arts.