James Levy is an international investment advisor, business development consultant and a financial services entrepreneur with over thirty years of experience in the intersection of international wealth management and the real estate markets.

Authority on wealth creation and preservation through acquisition, refurbishment and operation of Senior Care Residential properties in Spain and Portugal (Clearwater Private Investment) and the application real estate backed bridge loans to achieve attractive, consistent, non-correlated returns for wealth management in the wider European ecosystem (CB Group)

James began his career in 1991 at Merrill Lynch International Private Bank in Madrid, Spain as a Financial Consultant, and left Merrill Lynch in 2003 as a Senior Vice President to co-found Private Wealth Advisors, a boutique investment advisory firm acquired by Banco Inversis in 2009.

James is a speaker, writer and champion of the senior care real estate sector and real estate backed bridge loans as a source of consistent and attractive returns as a substitute for traditional fixed income within wealth management.