Mitch L. Levin

Chief Executive Officer at Summit Wealth Partners, Inc.

Consumer Services

Finance

Profile

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.

Mitch L. Levin active positions

Companies	Position	Start
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	-

All active positions of Mitch L. Levin

Former positions of Mitch L. Levin

Companies	Position	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	-

See the detail of Mitch L. Levin's experience

Training of Mitch L. Levin

Harvard University	Graduate Degree
Beloit College	Undergraduate Degree
Stony Brook University	Doctorate Degree

Experiences
Positions held

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Private companies

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Connections

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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