One of the Dedicated Associates of Our Company

For over two decades David Levy has been actively involved with property tax appeals. He was a founding partner of Valorem Advisors, Inc., a McLean, VA firm specializing in ad valorem tax appeals and real estate valuation. Mr. Levy currently is an investor in numerous commercial real estate ventures as well as several private equity investments. In ad valorem matters, he has represented several institutional clients, including Citicorp, Safeway and Giant Food Services (GFS) Realty. Since 1999, Valorem has saved its clients in excess of $15 Million in taxes.

From 1997-1999, Mr. Levy served as Director in the PricewaterhouseCoopers (PwC) LLP State Tax Consulting Group where he was the Southeast Region Leader, Property Taxes. PWC is the merged firm of Price Waterhouse and Coopers and Lybrand. Mr. Levy specialized in large-scale property tax engagements, valuation, advocacy and cost segregation. His work in assessment appeals and cost segregation covered all property types and led to several six figure and two seven figure client refunds.

In 1997, Coopers & Lybrand purchased two firms Mr. Levy co-founded, Property Tax Specialists, Inc. (PTS) and Storage Tax Specialists, Inc. (STS). In 1994, Property Tax Specialists was selected by Inc. magazine for inclusion in the “Inc. 500,” signifying it as one of America’s 500 fastest growing private companies. Prior assignments included Avalon Bay, AIMCO, Safeway, Amoco, Shurgard, Public Storage and GE Capital. He was also featured in business periodicals including Washington Post, Washington Times, Inc., Success and Washington Business Journal.

Mr. Levy earned an accelerated (5 year) BS/MBA joint degree from Carnegie Mellon University, where he was a member of the university’s basketball and baseball teams and was awarded an international summer internship with Hitachi, Ltd. in Japan (1983). He is also a graduate of Landon School in Bethesda, MD. In 1996, he was named by The Washington Business Journal to its “Forty under Forty,” a list of under-40 business leaders who have also focused on community and volunteer work.