Bryce Levenson brings a strong analytical approach to LK, bringing sophisticated analytical capabilities and comprehensive financial expertise. His credentials include Series 7 and Series 66 financial licenses and a California state insurance license, reflecting his expertise in wealth management principles and regulatory compliance.

Complimenting his financial acumen, Mr. Levenson possesses extensive market research experience, leading high-impact research initiatives for Fortune 500 companies including Google, Dexcom, and Walgreens. His proven track record in both qualitative and quantitative analysis enables him to identify market opportunities and economic indicators that help provide LK with a competitive advantage.

Mr. Levenson earned his Bachelor of Arts degree from the University of Southern California, completing a dual major in Psychology and Communication. This interdisciplinary background enhances his ability to understand client needs and communication styles, translating complex financial concepts into actionable insights.

Beyond his professional endeavors, Mr. Levenson maintains an active lifestyle through competitive sports including tennis, pickleball, and basketball. He is an avid outdoor enthusiast and shares his adventures with his one-year-old canine companion, Kady.