“As a financial advisor working with my clients and managing their portfolios, my first and foremost goal is to minimize risk in my clients’ portfolios without sacrificing the return. Adding alternative investments is a good way to increase diversification and to improve risk-return characteristics of investment portfolio.
The CAIA designation has not only provided me with the better understanding of alternative investment products, but also provided me with the practical tools on how to incorporate alternative investments in clients’ portfolios.”
Lev Revutsky has over 20 + years of experience in the investment industry. In 2011 he joined the Financial Services Network (LPL Financial), where he serves his clients by managing their investment portfolios and providing comprehensive financial advice and planning. Prior to joining FSN, Lev has worked at Merrill Lynch (1995-2004) and Pacific Advisors/Park Avenue Securities (2004-2011).
Lev has earned an MS in Economics and Applied Mathematics from St. Petersburg University of Economics and Finance (Russia). In addition to the Chartered Alternative Investment Analyst designation, Lev holds Series 7, 63, and 65 licenses through LPL Financial as well as Life Insurance license.
Securities offered through LPL Financial, Member FINRA/SIPC.