Mike Levitsky, CFA®, CAIA®
Managing Director, Investment Strategy | A Founding Member
Mike Levitsky is the Managing Director of Investment Strategy at Seventy2 Capital, as well as a founding member. He leads the practice’s Investment Committee and serves as the portfolio manager for Seventy2 Capital’s discretionary investment strategies. Mike educates advisors on the current investment landscape and tactical opportunities as well as works with clients to build custom investment strategies to help mitigate risk using a variety of financial instruments across the risk spectrum. He also oversees the practice’s internal account operations and expansion modeling and economics.
Before joining Seventy2 Capital, Mike spent five 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 as a consultant with the Grameen Foundation and Grassroots Business Fund conducting valuations and research in the fields of microfinance and impact investing.
Mike 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 Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations. He has been named a Five Star Wealth Manager for 2019-2024as well as a AdvisorHub 150 Advisors to Watch (Over $1B) 2023-2024 and Forbes Next-Gen Best-in-State Advisor for 2024. Mike speaks fluent Russian and conversational French. In his free time, he volunteers with several foundations in the Washington, D.C. area and enjoys playing golf and hockey.
CA License #: 0M07318. Resident State DC.
Location: Bethesda
The Five Star Wealth Manager award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on January 1, 2023 by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022. 2126 Baltimore-area wealth managers were considered for the award; 256 (12 percent of candidates) were named 2023 Five Star Wealth Managers.
Award issued on January 1, 2022 by Five Star Professional (FSP) for the time period May 10, 2021 through November 12, 2021. 2078 Baltimore-area wealth managers were considered for the award; 260 (13 percent of candidates) were named 2022 Five Star Wealth Managers.
Award issued on January 1, 2021 by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020. 1975 Baltimore-area wealth managers were considered for the award; (12 percent of candidates) were named 2021 Five Star Wealth Managers.
Award issued on January 1, 2020 by Five Star Professional (FSP) for the time period April 1, 2019 through November 13, 2019. 1898 Baltimore-area wealth managers were considered for the award; 234 (12% of candidates) were named Five Star Wealth Managers.
Award issued on January 1, 2019 by Five Star Professional (FSP) for the time period April 19, 2018 through November 7, 2018. 1865 Baltimore-area wealth managers were considered for the award; 265 (14% of candidates) were named Five Star Wealth Managers.
2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria