David A Levy, CPA - CEO
David A Levy, CPA is the Chief Executive Officer of Freeman Financial. David received his Bachelors in Business Administration from the University of Massachusetts and is a licensed Certified Public Accountant. David has over thirty years working in public accounting and preparing tax returns for individuals, businesses and trusts. David is also the Principal at David A Levy CPA LLC, a CPA firm in Needham, Massachusetts.
Benjamin Levy - CCO
Benjamin Levy is the Chief Compliance Officer of Freeman Financial. Benjamin received his Bachelor of Arts in Financial Economics and a joint concentration in Mathematics and Statistics from the University of Rochester. In addition to Freeman Financial, Benjamin is also a senior auditor at David A Levy CPA LLC with over a decade of auditing and tax experience. Given this background, Benjamin is experienced with both fundamental and technical analysis.Â