Levi Gates

Levi Gates is a Research Analyst at Woodley Farra Manion Portfolio Management in Indianapolis, Indiana, where he began his tenure in 2024. In this role, he is responsible for conducting fundamental equity research, contributing to portfolio construction, and monitoring economic developments as a CFA Level I Candidate. Gates focuses on the analysis of U.S. equities across multiple sectors, leveraging his background to provide insights supporting diversified portfolio strategies for high-net-worth and institutional clients.

Prior to joining Woodley Farra Manion, Gates gained experience in corporate finance as an intern at Zimmer Biomet, specializing in upper extremities and sports medicine, and in client-facing investment support as an Investor Services Apprentice at Charles Schwab. These positions allowed him to develop expertise in medical device industry financials and client service within the investment management sector.

Gates holds a Bachelor’s degree in Finance and Economics from Ball State University’s Miller College of Business, where he built a strong foundation in financial analysis, economic theory, and investment principles. As a CFA Level I Candidate, he demonstrates commitment to professional development and rigorous investment research. His background positions him to contribute meaningful analysis across diverse asset classes, with special emphasis on equities and corporate financial health.