Marketing and Client Service


Vadim Levin

Vadim Levin

Director of Business Development and Client Service

Vadim Levin is responsible for business development and client service for mutual funds and separate accounts. Prior to joining the firm in 2014, he was a director with Taylor Advisors, LP. Previously, Vadim was an associate director in John Hancock’s institutional group. Prior to joining John Hancock, he was a investment banking analyst with William Blair & Company. Vadim started his career as a manager research analyst with Kobren Management. He has more than 11 years of investment industry experience. Vadim earned his Bachelor’s degree from the University of Massachusetts, Amherst. Vadim holds his FINRA Series 24, 7 and 63 registrations and is a registered representative of ALPS Distributors, Inc.