Jeffrey D. Levin

Jeff Levin has over 30 years of investment industry experience, including Securities Analyst & Director of Research and Investment Banker. He also served as CFO for a publicly traded firm. Jeff believes his analytical reasoning and technical research allow him to identify and prescribe investment solutions to each of his client’s unique situations.

Jeff was a founding principal of Pineno Levin & Ford Asset Management, which was acquired by Dakota Wealth Management in January 2022.

He earned a BS in Commerce from the University of Virginia and an MBA from the University of Richmond. He holds the Chartered Financial Analyst (CFA) designation.