Jeffrey D. Levin
Managing Director
, Senior Wealth Advisor
7275 Glen Forest Drive, Suite 206,
Richmond, Virginia 23226
Jeffrey D. Levin
Jeff Levin has over 30 years 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 MBA from the University of Richmond. He holds the Chartered Financial Analyst (CFA) designation.
Jeff has sought to use his finance and real estate experience to assist non-profits. He has served in various Board capacities for over 19 years, including president and treasurer for two major affordable housing non-profit organizations and he currently serves as treasurer for two other non-profits.
