Mitch L. Levin
Directeur Général chez Summit Wealth Partners, Inc.
Postes actifs de Mitch L. Levin
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - | - |
Historique de carrière de Mitch L. Levin
Anciens postes connus de Mitch L. Levin
| Sociétés | Poste | Début | 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 | 01/01/2010 | - |
Formation de Mitch L. Levin
| Harvard University | Graduate Degree |
| Beloit College | Undergraduate Degree |
| Stony Brook University | Doctorate Degree |
Statistiques
Internationale
| Etats-Unis | 6 |
Opérationnelle
| Portfolio Manager-Equities | 1 |
| Doctorate Degree | 1 |
| Graduate Degree | 1 |
Sectorielle
| Consumer Services | 4 |
| Finance | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
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