About Levi
Levi Gates joined Woodley Farra Manion Portfolio Management as a Research Analyst in 2024 and is currently a CFA I Candidate. His experience includes internships at Zimmer Biomet, Charles Schwab, and Foresight Financial Management, where he developed skills in financial modeling, data analysis, and investor services.
"I aspire to be a strong leader, continually growing both professionally and personally," he says. "My goal is to leverage my skills to provide valuable insights for our clients' success."
Education
BS IN FINANCE AND ECONOMICS FROM BALL STATE UNIVERSITY
Interests
Nature
Cooking
Music