Mark Levenson is a financial advisor at Value Monitoring, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Value Monitoring since 2014. Value Monitoring, Inc. provides investment management and financial planning primarily for individual and high-net-worth clients through separately managed accounts. The firm also acts as sub-advisor to the H & L Insurance Fund, employing proprietary quantitative technology and momentum-based models across fixed-income, balanced, and equities strategies.

David Levenson is a CFP® professional with 12 years of experience at Value Monitoring, Inc., where he has worked since 2014. He is based in Menlo Park, CA. Value Monitoring, Inc. provides investment management and financial planning primarily for individual and high-net-worth clients through separately managed accounts and serves as sub-advisor to the H & L Insurance Fund. The firm employs proprietary quantitative technology and momentum-based models across multiple strategies, including fixed income, balanced portfolios, and high-turnover equities.