David Levenson CFP®, CIMA®

In Team by admin

Financial Planner, Investment Modeling, Trading and Business Development

“I like problem solving—allowing people to live their lives, not let their money be such a concern.”

Dave is VMI’s only marine-biologist-turned-trader. He likes playing ice hockey, playing guitar, and playing with his kids. Dave made his way to VMI in 2004 initially to assist with the firm’s nonprofit ventures, particularly in the sciences since he holds a PhD in biological oceanography. Along the way, he has developed expertise in futures, options, exchange traded funds (ETFs) and mutual funds for use in investment modeling and portfolio construction. Dave has been a CERTIFIED FINANCIAL PLANNER™ since 2012. In 2020 he completed the Certified Investment Management Analyst (CIMA®) education program at the Yale School of Management and is a CIMA® certificant. He works closely with clients to generate customized financial plans and help create the right investment vehicles to fulfill those plans. “We’re not money managers who do financial planning, we’re financial planners who manage money. And we do it in a way that’s in concert with our financial planning advice: maintain low risk while still achieving goals. That’s at the core of everything we do.”

Favorite sports team: Pittsburgh Penguins

Favorite movie: Fantastic Mr. Fox (Contrary to popular belief, it’s not Caddyshack. He just likes to quote that one.)