Dave Levine, CFA

Dave is an Investment Specialist, responsible for communicating our 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.