Mitch L. Levin
Directeur Général chez Summit Wealth Partners, Inc.
Profil
Mitch L.
Levin is currently the Chief Executive Officer at Summit Wealth Partners, Inc. He was previously the Chief Executive Officer & Managing Director at Summit Wealth Management, Inc. from 2011 to 2013.
Levin received his undergraduate degree from Beloit College, his doctorate from Stony Brook University in 1982, and his graduate degree from Harvard University in 1978.
Postes actifs de Mitch L. Levin
| Sociétés | Poste | Début |
|---|---|---|
Summit Wealth Partners, Inc.
 Summit Wealth Partners, Inc. Investment ManagersFinance Summit Wealth Partners, Inc. provides investment advisory services. Its services include wealth management, investment management, financial planning, and business solutions. The company was founded in 1983 and is headquartered in Orlando, FL. | Directeur Général | - |
Anciens postes connus de Mitch L. Levin
| Sociétés | Poste | Fin |
|---|---|---|
Summit Wealth Management, Inc.
 Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Mitch L. Levin
| Stony Brook University | Doctorate Degree |
| Harvard University | Graduate Degree |
| Beloit College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities. | Finance |
Summit Wealth Partners, Inc.
Summit Wealth Partners, Inc. Investment ManagersFinance Summit Wealth Partners, Inc. provides investment advisory services. Its services include wealth management, investment management, financial planning, and business solutions. The company was founded in 1983 and is headquartered in Orlando, FL. | Finance |
