Dave Levine, CFA
Leveraged Credit

Dave Levine, CFA

Senior Investment Specialist

26
Years industry experience
2008
Joined Polen
Boston
Polen office

Dave is a Senior Investment Specialist on Polen Capital’s Leveraged Credit team responsible for communicating the team’s philosophy, process, portfolio positioning, and investment views.

Dave originally joined DDJ Capital in 2008, which was subsequently acquired by Polen Capital in 2022. Prior to 2008, Dave worked as a Performance Analyst at Hale and Dorr Wealth Advisors. Prior to that, he worked in Equity Fund Administration at BlackRock.

Dave received a B.S. in Business Administration from Framingham State University and an M.S. in Finance from Bentley University. Dave is a CFA® charterholder.

B.S. in Business Administration from Framingham State University and M.S. in Finance from Bentley University

Spending time with family, football, and reading

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The views expressed represent the opinions of the author and are not intended as a forecast or guarantee of future results. Information is current as of the date shown and is subject to change without notice. Polen Capital Management, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.

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