Zachary Levin

Mr. Levin joined Simon Quick in July 2022 after graduating from Lehigh University in May 2022. Zach is currently a member of the firm’s client advisory team, where he helps prepare financial plans, client communication, and portfolio construction.

Before joining full-time at Simon Quick, Mr. Levin was a member of the firm’s 2021 Summer Intern Class. During his internship, Zach learned about the firm’s financial planning process and completed investment due diligence work for the investment team. Additionally, Zach served as a summer financial analyst at Tradition Financial Services, where he gained valuable experience working on a live trading floor on Wall Street.

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