About Brent

Who is Brent Levin? (In the same tone as “Who is John Galt?”)


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 trade operations associate, a private equity intern, an investment analyst and currently an investment banker.

His goal is to use his diverse financial background to help educate, fascinate and entertain you with as much information as possible; while also pointing out products and services that can help you reach your goals. From books he feels everyone in every profession should read, to software and websites that should be on everyone’s radar.

I recognize I may not be the best writer, but I will try my best to relay the information in an easy to understand manner and hopefully throw in some humor along the way!