Press Releases
Beacon Strategies Announces Marshall Levin as Partner
Denver, CO – June 9, 2010 – Beacon Strategies, LLC a leading benchmark research and advisory services announced today that Marshall Levin has become a Partner. Levin will focus on strategic opportunity identification and execution at the product and enterprise levels. He will contribute to Beacon’s Research and Consulting activities and lead Beacon’s Business Linking & Acquisition practice.
“Beacon Strategies and I have worked very closely on a number of business and industry initiatives over the last several years. Our styles, skills and philosophy towards providing value to our customers are extremely complementary. The current environment provides a once-in-a-generation opportunity for broker dealers and vendors in the independent contractor space to re-define the wealth management service model. I look forward to helping Beacon’s clients drive this process and reap the economic and reputational rewards of thought leadership,” said Marshall Levin, Partner, Beacon Strategies, LLC.
Levin has more than 30 years of strategy, corporate & product development experience across the financial services spectrum. He has successfully exploited technology to create significant business opportunities and substantial value propositions for customers in retail brokerage, asset management, institutional trading, securities clearing, consumer credit, annuities, life and health insurance.
“We’re excited to have Marshall join our team, where his leadership will have a key role in continuing to establish Beacon Strategies as the premier benchmark research and advisory services provider in the financial services industry,” said Chip Kispert, Managing Partner, Beacon Strategies, LLC. “Marshall is a professional who has a proven track record for developing strategies that power companies to excellence.”
Levin has held Series 7, 24 and 63 licenses dating back to 1983. He has achieved success in roles ranging from a P&L owner in Fortune 10 financial services organizations; Merrill Lynch, American Express, Dean Witter to C-level responsibility for venture funded start-ups. His innovative thinking received a US Patent in 1993 for a health insurance processing system. For the four years immediately prior to joining Beacon Strategies, Levin has focused his business acumen and entrepreneurial skills on developing a vision for how Broadridge can best serve the independent broker dealer market. This culminated in his leading Broadridge’s acquisition of Investigo and Marshall creating the Broker-Dealer Business Solutions unit of which he was General Manager.
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About Beacon Strategies, LLC
Beacon Strategies, LLC is a leading benchmark research and advisory services firm. Beacon Strategies provides expert guidance to help financial services firms manage and optimize performance – thus becoming more efficient and more effective. The Beacon 100℠ provides unparalleled insights and best practices guidance based on rigorous research-based benchmarking of people, processes, information and technology. Beacon Strategies research reports and services save time and effort when you need competitive intelligence, market research, vertical industry marketing data, or industry trends analysis. For more information visit www.beaconstrategiesllc.com or call (720) 259-3865.