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Dave Levine

Investment Specialist at Polen Capital

Dave Levine is an Investment Specialist at Polen Capital. Dave has over 20 years of experience in the financial industry.

Dave started their career at State Street in 2000 where they worked in fund accounting and performance. In 2006, Dave left State Street to join BlackRock, Inc. as an Associate in Equity Fund Administration.

In 2007, Dave left BlackRock to join Hale and Dorr Wealth Advisors, LLC as a Performance Analyst. Dave left Hale and Dorr in 2008 to join DDJ Capital Management as a Portfolio Specialist, a role they held for 14 years.

In February of 2022, Dave joined Polen Capital as an Investment Specialist.

Dave Levine has a B.S. in Business Administration from Framingham State University and an M.S. in Finance from Bentley University - McCallum Graduate School of Business. Dave also has a certification from the CFA Institute as a Chartered Financial Analyst (CFA).

Dave Levine reports to Annie Pitney, Investment Operations Director. Some of their coworkers include Steve Picco - Senior Investment Operations Associate, Pashalis Baraklilis - Senior Investment Operations Associate, and Nick Koski - Investment Operations Manager.


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