Zachary Levin

Mr. Levin joined Simon Quick in July 2022 and serves as an Associate on the client advisory team. In this role, he supports partners and advisors in investment implementation, prepares performance reports, coordinates client communications, and services high-net worth individuals, foundations and endowments. He is also an active member of Simon Quick’s Innovation Committee and CA Training Committee.

Before joining Simon Quick full-time, Zach was a member of the firm’s 2021 Summer Intern Class. During his internship, he gained exposure to the firm’s investment process and conducted investment due diligence alongside the investment team. He also served as a summer financial analyst at Tradition Financial Services, where he gained valuable experience working on a live trading floor on Wall Street.

Zach graduated from Lehigh University in 2022 with a Bachelor of Arts in Economics and International Relations. While at Lehigh, he was a member of the TAMID Investing and Consulting Group and was selected for a highly competitive academic fellowship. He also served as Vice President of his fraternity, Phi Delta Theta. In his free time, Zach enjoys hiking with friends, playing golf, cooking, and is an avid Yankees fan.