David Levine Profile Picture

David Levine

Position: Chief Operating Officer
Tel: 312-940-3684

David brings over 20 years of wealth management experience having served as the National Sales Manager, Chief Sales Officer, and Chief Executive Officer at two large independent broker-dealers and investment advisors. David’s primary responsibilities were to recruit wealth managers, build product offerings and platform solutions, grow assets under management and revenues, and enhance advisor and client relationships. David also has worked for a multi-billion asset management firm and at The Private Bank of a top five U.S. banking institution.    ​

Mr. Levine earned his B.A. in Economics and English from the University of Pennsylvania. He earned his M.B.A. in Finance from New York University’s Stern School of Business. Mr. Levine holds his Series 7, 24, 63 and 65 licenses.​


David devotes significant time to volunteer work and service commitments in his South Florida community. David, his two daughters and two Labrador retrievers enjoy living at the beach in Florida.  ​