Mr. Levitin joins Oxford Investment Partners from an extensive background in analytics and finance. He obtained his Bachelor of Science in Finance, with a minor in Mathematics, Economics, and Business Administration from CSU-LA in 2010 and went on to receive his MBA with an emphasis in finance from McKenna. Levitin has a long list of academic and professional achievements:
Levitin is involved with the following professional associations and activities:
Prior to joining Oxford Mr. Levitin was the head of Levitin & Associates. His group focused on assisting firms with all aspects of business development, including developing financial plans, internal decision advisory, asset allocation and financial modeling, revenue projection and investment outcome analysis. Michael spent a portion of his early career in France where he worked with a European hedge fund updating asset allocation optimization methods and systems. At this time he also performed financial analyses and projections for special projects and consulted on how to solve the financial problems of a wide variety of companies. He created working cash flow projections for a multi-million dollar import firm, which were used by management to make operating decisions, projected and analyzed the returns for both commercial and residential real estate investments.
At Gould Asset Management analyzed new investment strategies, developed a new auditing reporting system and updated the performance reporting system impacting all clients of the firm. Later, at Raymond James Financial Services he conducted detailed cost analyses of many 401(k) and profit sharing plans which saved existing clients thousands of dollars per year and improved diversification and fund choice quality. His plan improvements resulted in $15M in new assets under management.
At Golden Eagle Opportunity Fund was member of a three person management team for the College Business and Economics Endowment Fund. With his team Levitin created investment recommendations and reports for Goldcorp, Home Depot, Synaptics, and Cypress Semiconductor. His team outperformed the market over the time period he managed it.
At Oxford Mr. Levitin monitors National and Local economic conditions across all sectors and provides oversight for the analytics team which is responsible for weekly and monthly reports to the investment team. His team is responsible for internal audit and asset allocation monitoring for institutional clients. Also, Levitin brings to the team his extensive experience in data driven revenue projections and financial modeling permitting Oxford to make accurate asset allocations and meet quarterly growth projections. He holds a Series 65 investment advisor law license.