Mitch L. Levin
Amministratore Delegato presso Summit Wealth Partners, Inc.
Profilo
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.
Posizioni attive di Mitch L. Levin
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | - |
Precedenti posizioni note di Mitch L. Levin
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | - |
Formazione di Mitch L. Levin
| Harvard University | Graduate Degree |
| Beloit College | Undergraduate Degree |
| Stony Brook University | Doctorate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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