Levent Durmus, CFA^®, CFP^®

Levent Durmus, CFA^®, CFP^® serves as Director, Wealth Advisor at Cresset’s Reston office, responsible for providing customized and comprehensive financial solutions with a focus on risk management. He works closely with clients on their overall balance sheet, including private and public investments, credit and liquidity needs, and estate and charitable planning. Levent specializes in working with entrepreneurs, executives of public and private companies and high-net-worth families.

Prior to Cresset, Levent spent more than 15 years with Charles Schwab as a Vice President – Financial Consultant advising high-net-worth clients and providing them with financial planning, asset management, hedging strategies and education and financial literacy among other services.

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 a Master of Liberal Arts in finance from Harvard University and graduated with honors receiving Dean’s Academic Achievement Award.

He resides in Ashburn, 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.