Neil Levine

Office Managing Partner



Neil Levine is a Marcum assurance partner with more than 30 years of public accounting experience. Neil directs audit engagements for small-, mid-sized and large cap companies, including SEC registrants, privately held companies, not-for-profits, nursing homes, and healthcare organizations. He has served both developmental and emerging companies as well as old-line businesses.

Prior to joining Marcum, Neil was co-managing partner of the southern New Jersey offices of Friedman LLP, where he served on the Management Committee and was co-leader of the firm’s SEC practice. Previously, he managed his firm’s Public Companies/SEC Practice, organizing its quality control procedures and ensuring that the firm complied with PCAOB regulations.


    10:00 AM - 10:20 AM

    Wednesday General Session 1/31/2024

    Fund Protocols & Concerns for Adding Microcaps to Portfolio

    • Balancing microcap and small-cap stocks to mitigate risk and enhance liquidity
    • Trade-off: short-term volatility almost certain, long-term rewards likely
    • Doing your own research (because big firms don’t play in the microcap space)
    • Working with capital management funds specializing in microcaps
    • Asset allocation – what’s the right mix?
    View Full Agenda