Aug 21, 2024 Six Seventy2 Capital Advisors named to AdvisorHub Advisors to Watch
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that six of their advisors have been named to AdvisorHub’s Advisors to Watch lists in 2024:
- Michael Levitsky, Managing Director, Investment Strategy – #3 on 150 Advisors To Watch (Over $1B)
- Donald Dearie, Senior Vice President & Financial Advisor – #213 on 250 Advisors To Watch (Under $1B)
- Troy Elser, Senior Managing Director, Hunt Valley – #55 on 100 Fast-Growing Advisors To Watch
- Michael Hartman, Executive Vice President & Financial Advisor – #98 on 100 Solo Advisors To Watch
- Steve Otten, Senior Vice President & Financial Advisor – #6 on 100 Advisors To Watch – Next Gen
- Ryan Gutowski, Vice President & Financial Advisor – #57 on 100 Advisors To Watch – Next Gen
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 manages Seventy2 Capital’s discretionary investment strategies. Mike works with clients and advisors 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.
Client education is the driving force behind Don Dearie’s approach to wealth management. He provides his clients with the knowledge to help achieve their desired financial outcomes with the highest probability of success. Working with a select number of clients, Don offers strategic, personalized investment advice and guidance as well as customized financial strategies to affluent individuals and families, corporate executives, business owners, foundations, and endowments.
Troy Elser leads the Seventy2 Capital office in Hunt Valley as a Senior Managing Director and Financial Advisor. He has over 20 years of experience as a Financial Advisor. He strives to build long-term relationships with clients by delivering a superior experience and helping them embrace their financial future with confidence. He ardently believes that by having a plan, staying the course, and surrounding oneself with genuine, trustworthy professionals, you will exceed your life goals.
As Executive Vice President at Seventy2 Capital, Michael Hartman serves high-integrity and successful business owners, professionals, retired individuals, and families by providing comprehensive wealth management strategies and investment planning advice. He has developed a successful practice emphasizing long-term client relationships built on a foundation of ethics, respect, trust and quality personal service. Michael’s ultimate objective is to assist his clients in making educated, sensible financial decisions in order to help them enjoy their lives more fully.
Steve Otten is a Senior Vice President at Seventy2 Capital, where he focuses on assisting clients plan and pursue a predictable retirement income designed to support their desired lifestyle. He draws on over 15 years of industry experience, as well as professional certifications like the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation. Steve employs a comprehensive wealth management approach from asset accumulation, protection, and risk management to tax efficient strategies and legacy planning. He is well versed in alternative investments and non-correlated assets to pursue well diversified investment strategies and work towards his clients’ goals.
Ryan Gutowski is a Vice President and Financial Advisor at Seventy2 Capital Wealth Management and assists in the day-to-day management of the Hunt Valley office. Ryan is passionate about helping clients achieve their financial goals and believes that a plan is a roadmap to accomplishing one’s financial goals and aspirations – and more importantly, to staying the course during good and bad times. Ryan’s comprehensive planning approach helps to deliver a customized investment allocation that is unique to every client relationship.
About AdvisorHub Advisors to Watch
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. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
AdvisorHub 2024 Advisors to Watch 150 Advisors over $1Bil
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.
AdvisorHub 2024 Advisors to Watch 250 Advisors under $1Bil
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 250 Advisors under $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.
AdvisorHub 2024 Advisors to Watch 100 Fast Growing Advisors
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 100 Fast Growing Advisors 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.
AdvisorHub 2024 Advisors to Watch 100 Solo Advisors to Watch
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 100 Solo Advisors to Watch 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.
AdvisorHub 2024 Advisors to Watch 100 Next Gen
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 100 Next Gen 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.
About Seventy2 Capital
Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our client’s goals and values and then develop and implement customized strategies that fit those objectives. Seventy2 Capital has been recognized as a Barron’s Top 250 Private Wealth Management Team in 2024 and a Barron’s Top 100 Private Wealth Management Team in 2023. For more information please visit www.seventy2capital.com.
2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source: Barrons.com).
The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron’s based on the time period from Jan. 2022 – Dec. 2022 (Source: Barrons.com).
The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wells Fargo Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation’s largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.
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