Michael Levitsky is a Vice President and Financial Advisor at Seventy2 Capital Wealth Management. He is also a member of the firm's Investment Committee. He focuses on helping corporate executives and legal professionals in the DC area with investment planning, consolidated stock position diversification, and custom-tailored investment strategies.
Michael joined Seventy2 Capital Wealth Management after spending 5 years as a financial advisor at Morgan Stanley where he was responsible for client acquisition and new business development. Previously, he worked with the Grameen Foundation and Grassroots Business Fund as a consultant conducting valuation and research in the fields of microfinance and impact investing.
Michael is a double degree/triple major graduate of the University of Maryland with a B.A. in Economics and B.S. in Finance and International Business. He holds the prestigious Chartered Alternative Investment Analyst® (CAIA®) designation and is a CFA Level II candidate. Michael speaks fluent Russian and conversational French. In his free time, he volunteers with several foundations in the DC area and enjoys playing golf and hockey.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.