Josh Levine, CFP®

Josh has been a member of the Telemus team since its inception in 2005.  As a Partner, Josh works with individual members on comprehensive financial life management issues.  He also assists business owners with evaluating their qualified retirement options such as 401(k), profit sharing and cash balance plans.  Prior to joining Telemus, Josh worked at Towers Perrin advising Fortune 100 companies on their employee benefit plans. Josh is a proud graduate of the University of Texas and completed his MBA at Emory University.  Josh is an avid soccer player, runner, biker, and competes in many triathlons.  He loves to spend time with his family and the family dog.

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Crain’s Detroit Notable Money Managers (2022)*

*Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if Telemus Capital, LLC (“Telemus”) is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Telemus or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. This list features only individuals for whom nominations were submitted and accepted after a review by our editorial team.  Submission data was collected by 8/19/2022.  To qualify for the list, nominees must be based in the Detroit area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years of experience, and oversee at least $10 million in assets under advisement. The leaders featured in this Notable Money Managers report were nominated by their peers. A team of Crain’s Detroit Business editors then selected honorees based on their career accomplishments, track record of success in their field, contributions to their community and mentorship, as outlined in the detailed nomination and candidate forms. Crain’s Detroit Business seeks to honor executive-level finance professionals with a record of success in consumer and investment banking, wealth management, equity research, asset management, quantitative strategy and related fields. These professionals also use their skills to bolster their communities and mentor younger generations.  Investment returns were not a component of the award. While Telemus did not pay a fee for inclusion on this list, we did pay a fee for the use of marketing materials regarding the Crain’s Detroit Notable Money Managers award.