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Marc Lewyn and Brian Frey of GV Financial Advisors

November 24, 2015 by angishields

MarcLewyn
CEO Exclusive Radio
Marc Lewyn and Brian Frey of GV Financial Advisors
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MarcLewyn

Marc Lewyn / GV Financial Advisors

With over 20 years of experience, Marc is a partner, senior financial advisor, and CEO of Strategic Liquidity Services (“SLS”) at GV. SLS provides a methodology designed to help business owners navigate the complex options available for generating liquidity from their businesses.

“Most business owners think there’s one way to generate liquidity from their business — to sell it,” Marc explains. “However, that’s one of many options, and in our experience, it’s often not the best one. We help people navigate complex variables so they can choose a path that best fits with their personal and professional goals.”

Lewyn graduated cum laude from the University of Virginia and received his law degree from the University of Georgia School of Law. Prior to joining GV Financial, Marc served as a corporate attorney for a variety of business clients. Marc also had the privilege of working on the staff of a U.S. Senator, a job he credits for giving him the willingness to tackle a variety of complex problems in service to others.

A leader in the community, Marc enjoys sharing his time and expertise with a number of Atlanta-based charities and organizations. Marc is the immediate past Chair of the Endowment Fund of the Jewish Federation of Greater Atlanta and has served on the Executive Committee and the Board of that organization for many years.  He served on the Endowment Board of the Westminster Schools, the Boards of the Greenfield Hebrew Academy, and  the Endowment Committee of the Community Foundation of Greater Atlanta, the Atlanta Scholars Kollel and Temima High School. 

Website   LinkedIn

Brian Frey / GV Financial Advisors

Atlanta native Brian Frey is a Financial Advisor who discovered his calling during his first financial planning class in college. “I started off wanting to understand my finances,” he explains, “and then ended up finding a passion for entire process.” He went on to earn a BBA in Personal Financial Planning from Georgia Southern University and an MBA in Finance from Georgia State University.

Brian enjoys building models and spreadsheets, problem-solving, and researching financial strategies. His expertise in financial planning was instrumental in transitioning GV Financial Advisors to the eMoney financial planning platform.

If the weather is nice, Brian, his wife Blaire, and their 2-year-old daughter Harper are rarely at home on the weekend … you’ll find them somewhere enjoying the outdoors. It may be a day hike, kayaking down the Chattahoochee River, or backpacking and camping in the North Georgia Mountains.

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Tagged With: GV Finanacial Advisors, marc lewyn, Soyini Coke

Marc Lewyn with GV Financial Advisors, Brad Lurie with Bright Light Systems, Lance Coachman with EXI and David Post with Future Security

May 29, 2013 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Marc Lewyn with GV Financial Advisors, Brad Lurie with Bright Light Systems, Lance Coachman with EXI and David Post with Future Security
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Dom Rainey, Marc Lewyn, Brad Lurie, Lance Coachman, David Post, Nikole Toptas

Marc Lewyn/GV Financial Advisors

Established in 1991, GV Financial Advisors is one of Atlanta’s top wealth managers. With 120 years of combined experience and team of 14 in-house professionals, GV Financial Advisors specializes in serving the needs of high net worth individuals, privately owned businesses and families.

They understand investing is a uniquely human endeavor. Their investment process was designed to help remove emotion from the investment equation, maintain focus on investment fundamentals, and seek out cutting-edge ideas and opportunities. They rely on independent research, observable data and defined criteria to identify potential investment opportunities and select money managers.

They engage clients in conversations carefully crafted to ask the “right” questions so they can understand them, uncover hidden opportunities and eliminate potential dangers. Together, they work to identify their life priorities, values and goals to help provide you a contextual understanding of their wealth so they can make more confident, informed decisions. They share their wisdom, experience and expertise to help create a plan to make progress toward their goals.

Guided Wealth Transformation (GWT) acknowledges what 25 years of experience has taught us: most people have a complex and often confounding relationship with money. Redefining that relationship is central to transforming views about money, wealth and happiness.

Brad Lurie/Bright Light Systems

Bright Light Systems offers innovation through patent-pending luminaires utilizing Light Emitting Plasma (LEP); the first energy efficient alternative to 50+ year legacy HID technology that delivers 55% energy reduction with 5x the lifetime for high wattage applications. Additionally, each fixture contains a wireless transmitter that enables real-time monitoring, kWh usage, and communicates with their energy data management system providing an optimal lighting experience and putting customers in control of their assets with analytics and information not previously available. Their comprehensive lighting solution allows users to reduce energy consumption by as much as 85%.

Lance Coachman/EXI, Inc.

For over twenty years, EXI, Inc. has been providing employees for American corporations. Their areas of expertise include the Atlanta Metro area as well as nationwide placements. Successful candidates have been placed in areas ranging from C Suite Upper Management to support staff. Individual disciplines include Operations, Engineering, Information Technology, Sales/Marketing, Accounting, Finance, and Management Consulting, Government and Not for Profit.

Established in 1989, EXI serves the specialized staffing needs of corporate clients, technology companies and major consulting firms worldwide. Searches are typically targeted at mid to upper-level executives and technical specialists for mission-critical positions. They concentrate daily on finding top talent for their client companies. Their goal is to supply seasoned, well qualified candidates in a timely manner. The list of clients that have utilized the services of the firm are some of the largest and best known companies in the U.S. along with many smaller, regionally known companies.

David Post, Future Security

Future Security provides consulting on security policy, procedure development and areas from hiring to termination. They provide management training and seminars related to all areas of theft, violence in the workplace, and managing a security program. Future Security also provides investigative services.

Tagged With: david post, dominick rainey, exi, future security, GV Financial Advisors, lance coachman, marc lewyn, nikole toptas

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