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Beth Levine accepted a position at LSM following almost 15-years of tenure at Smith Barney. She currently manages over $100 million in assets, and has developed a solid base of individual clients as well as a unique specialization in working with condominium and homeowners associations in MD, DC and VA.
Concentrating in fixed income markets including FDIC certificates of deposit, tax-free bonds, treasury bills and notes, Beth takes great pride in her proactive approach and overall responsiveness to clients.
Beth began her career in 1994 as a technical analyst for Smith Barney. On the institutional side, she gained in-depth knowledge working with pension plans, analyzing and preparing quarterly monitors for local institutional clients. She then transitioned into working on the retail side where she began to develop long-term relationships with individuals, local institutions and business owners – Many of whom remain satisfied clients today.
In 1997, Beth began managing reserve accounts for property management business owners and employees. Recognizing the growing need for common interest property reserve fund management, Beth focused her efforts on cultivating relationships within the Community Association industry and building her extensive knowledge base of its unique requirements.
Today, Beth manages more than 150 common interest property reserve accounts. New accounts range in size from $500,000 plus. She works directly with both board members and property managers, consolidating holdings and advising them in strategies to effectively leverage their investments and maximize yield according to each associations' by-laws.
Beth is a graduate of Towson State University. She is a member of the Community Association Institute and held the position of Member Services Council Chair in 2004. She has earned Series 7, Series 63, Series 65 –Investment Advisory Agent, Insurance & Annuity Agent and Long Term Care Agent licenses.
In her free time, Beth enjoys playing with her two children, jogging and playing golf and tennis.
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