Bethany Levin
Research Analyst
, Portfolio Manager
7275 Glen Forest Drive, Suite 206,
Richmond, Virginia 23226
Bethany Levin
Bethany Levin enjoys working with clients to help them achieve their financial goals. Bethany’s responsibilities include designing personalized investment plans for clients or funds and continuously monitoring accounts for rebalancing needs, executing stock, bond, and fund trades in accordance with each client’s investment plan, and creating financial plans to assess their financial health.
Bethany previously worked for a major public accounting firm serving audit clients primarily in the financial services industry. Prior to joining Dakota Wealth, Bethany was a financial analyst at Pineno Levin & Ford Asset Management, which was acquired by Dakota Wealth Management in January 2022.
Bethany received a BS in Psychology from Carnegie Mellon and a Masters in Professional Accounting from The University of Texas at Austin, McCombs School of Business. She earned her CPA designation and is currently a CFA Level 3 candidate.
