Michael Levitsky, CFA®, CAIA®
Senior Vice President & Director Of Investment Strategy
Michael Levitsky is a Senior Vice President and Financial Advisor at Seventy2 Capital Wealth Management. He leads the practice’s Investment Committee and manages Seventy2 Capital’s discretionary investment strategies. He has particular experience helping corporate executives and legal professionals in the Washington, DC area with investment planning and consolidated stock position diversification. Michael builds custom investment strategies to mitigate risk using alternative investments, primary market instruments, and derivatives.
Michael joined Seventy2 Capital Wealth Management at the onset after spending 5 years as a financial advisor at Morgan Stanley where he was responsible for new business development, portfolio management, and the firm’s Central Maryland Internship Program. 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 a B.S. in Finance and International Business. He holds the prestigious Chartered Alternative Investment Analyst® (CAIA®) as well as the Chartered Financial Analyst (CFA®) designations. He has also been named a Five Star Wealth Manager for 2019, 2020 and 2021*. Michael speaks fluent Russian and conversational French. In his free time, he volunteers with several foundations in the Washington, DC area and enjoys playing golf and hockey.
CA License #: 0M07318
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process**); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. For 2021, 2,091 Washington, D.C. area wealth managers were considered for the award; 121 (6% of candidates) were named Five Star Wealth Managers. **To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
- 2019 - 1,956 considered, 122 winners
- 2020 - 2,535 considered, 115 winners