Executive record
Alpha ID: alpha:person:david-levi-bamVersion: public-0As of: 2026-10-04
Leadership, in context.
Connect capital, control, accountability, and evidence.
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ResponsibilitiesInspect board appointments and committee mandates.ExperienceReview career history and qualifications in context.Economic interestsExamine disclosed incentives and ownership.Key Claims
- Executive titleExecutive title: Chief Executive Officer, Global Client GroupBAM 10-K executive officers +1 sources
- AI and ML experienceAI and ML experience: not identified in the cited filingBAM 10-K executive officers
- AI expertiseAI expertise: not identified in the cited filingBAM executive roster source
- AI governance relevanceAI governance relevance reported from role and filingsBAM executive roster source
Biography
David Levi is CEO of BAM's Global Client Group, responsible for client relationships across the organization including institutional and private wealth clients. He previously served as Managing Partner and CEO of Brookfield Oaktree Wealth Solutions and holds a CFA designation and MBA from Columbia Business School.
Alpha editorial summary written from the cited sources below. It does not change any Claim on this record.
Board service
Board service coverage
No published Claims are available in this section of the public record. This does not establish that the information is undisclosed or that no relevant facts exist.
Review evidence coverageExecutive career
- 2026 to end not publishedExecutive title: Chief Executive Officer, Global Client Group · Organization not publishedBAM 10-K executive officers
Claims
Compensation
Compensation coverage
No published Claims are available in this section of the public record. This does not establish that the information is undisclosed or that no relevant facts exist.
Review evidence coverageConflicts and accountability
Alpha has not published independence, related-party, proceedings or disciplinary Claims for this record. This is not a finding that none exist.
Only disclosed facts and public registers appear here. Executive records carry no credit, personal litigation, background screening or underwriting views. None observed is not a clearance.
Evidence, history and coverage
Additional published Claims
Published evidence records
2 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.
BAM 10-K executive officers
sec filing · Source published: Mar 2, 2026 · Retrieved: May 14, 2026
Supports 5 claims
- AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 14, 2026
- Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 14, 2026
- Executive company: Executive at Brookfield Asset Management · Claim reviewed: May 14, 2026
- Executive title: Executive title: Chief Executive Officer, Global Client Group · Claim reviewed: May 14, 2026
- Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 14, 2026
BAM executive roster source
sec filing · Source published: Date unavailable · Retrieved: May 3, 2026
Supports 5 claims
- AI expertise: AI expertise: not identified in the cited filing · Claim reviewed: May 3, 2026
- AI governance relevance: AI governance relevance reported from role and filings · Claim reviewed: May 3, 2026
- Executive company: Executive at Brookfield Asset Management · Claim reviewed: May 14, 2026
- Executive function: Enterprise Leadership (CEO) · Claim reviewed: May 3, 2026
- Executive title: Executive title: Chief Executive Officer, Global Client Group · Claim reviewed: May 14, 2026
No published record changes are available in this projection.
Identity
unclaimed
Evidence
corroborated
Evaluation
Unknown
Monitoring
Unknown
Authority
Unknown
Freshness
Observed 2026-10-04
- Biography
- published
- Board service
- not observed
- Executive career
- published
- Education and qualifications
- not observed
- Compensation
- not observed
- Conflicts and accountability
- not observed
- Background screening
- out of scope