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Perfil
Mitch L.
Levin formerly worked at Summit Wealth Management, Inc., as Chief Executive Officer & Managing Director from 2011 to 2013 and Summit Wealth Partners LLC, as Chief Executive Officer from 2010 to 2017.
Dr. Levin received his graduate degree in 1978 from Harvard University, undergraduate degree from Beloit College, and doctorate degree in 1982 from Stony Brook University.
Antiguos cargos conocidos de Mitch L. Levin.
| Empresas | Cargo | Fin |
|---|---|---|
Summit Wealth Partners LLC
 Summit Wealth Partners LLC Investment ManagersFinance Provides investment advice | Director Ejecutivo | 01/04/2017 |
Summit Wealth Management, Inc.
 Summit Wealth Management, Inc. Investment ManagersFinance Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing. | Gestor de Cartera-Acciones | - |
Formación de Mitch L. Levin.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
97
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beloit College
 Beloit College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stony Brook University
 Stony Brook University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing. | Finance |
Summit Wealth Partners LLC
Summit Wealth Partners LLC Investment ManagersFinance Provides investment advice | Finance |
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