Mitch L. Levin
Chief Executive Officer at Summit Wealth Partners, Inc.
Mitch L. Levin active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | - | - |
Career history of Mitch L. Levin
Former positions of Mitch L. Levin
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 01/01/2010 | - |
Training of Mitch L. Levin
| Stony Brook University | Doctorate Degree |
| Harvard University | Graduate Degree |
| Beloit College | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 1 |
| Doctorate Degree | 1 |
| Graduate Degree | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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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