Brandon Levithan, CFP® ChFC® RICP®
Login to view DISC.Brandon is the Co-Founder and Managing Director of Financial Strategies at Clear Path Financial. A graduate of Indiana Universitys Kelley School of Business, he holds CFP® and ChFC® certifications and utilizes his experience as a former hedge fund portfolio manager to create holistic financial plans.
Beyond his work in finance, Brandon is a passionate entrepreneur. He founded the apparel brand Thread Society, which established a loyal customer base and featured a charitable "Shirt for Shirt" program to benefit children worldwide.
He once managed a $10 million International Arbitrage Portfolio, performing near the top of a firm with 150 experienced portfolio managers.
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DISC behavioral profile
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