About Brent

Thank you for taking the time to view my website! A little bit about myself:

Brent Levin has held a multitude of jobs and earned a few licenses and designations along the way. He is a CFA charter holder, and holds his FINRA Series 7, 66, and 79 licenses. Jobs include being a credit counselor, a tutor, a global trading operations associate, a private equity intern, an investment analyst and he is currently an investment banker.

He is a proud husband and now father(!) who loves all sports (especially the Cowboys!) and actually finds finance both interesting and incredibly important.

His goal is to use his diverse financial background to help educate, fascinate and entertain you with as much information as possible; that should be easy right?

He recognizes he is not the best writer, but will try to explain the concepts to the best of his ability and hopefully educate you in something you hadn’t known or heard till now (or at least help make it make more sense). Financial education is sorely lacking across the globe and he is trying to help you better manage your finances for a more secure and healthy future.

Best of luck in all your future!