Levent Durmus , CFA, CFP®

Levent is a Principal in the Maryland office. With nearly two decades of experience in portfolio management, risk mitigation, and wealth growth and preservation, Levent is dedicated to helping affluent families achieve their financial goals. He specializes in multigenerational wealth transfer and risk-mitigation strategies leveraging expertise in investment strategies and derivatives to craft tailored solutions.

Prior to joining Cerity Partners, Levent served in an ultra-high-net-worth Family Office, where he honed his skills in financial planning across various life stages. Driven by a genuine passion to help clients, Levent works closely with entrepreneurs, corporate executives, and high-net-worth families to design comprehensive wealth management strategies.

Levent’s approach goes beyond traditional investment management, encompassing all aspects of the client’s balance sheet, from private and public investments to credit and liquidity needs, as well as estate and charitable planning.

Levent holds the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society Washington DC. He is also CERTIFIED FINANCIAL PLANNER professional. Levent earned Master of Liberal Arts in Finance from Harvard University and graduated with honors receiving Dean’s Academic Achievement Award.

He resides in Virginia with his wife and two kids and enjoys traveling, bike riding, reading, and spending time with family and friends. Levent is also a multi-instrumentalist and very passionate about music.

Learn more about my practice.