Robert Levy serves on the board of the Whittier Trust Company of Nevada and works with our clients in creating customized investment and wealth management plans. As a Senior Portfolio Manager, Robert is responsible for helping establish the investment philosophy and strategy of the firm, and for the selection of individual securities and appropriate asset allocation ranges for client portfolios. Robert also oversees Whittier’s flagship large-cap equity strategy Corporate America and is a member of the committee that analyzes, selects, monitors and advises on outside investment managers. Robert joined Whittier Trust in December of 2000 and has provided the stewardship and support to help protect and grow the firm and client portfolios through unique and challenging market cycles.
Prior to joining Whittier Trust, Robert worked at the corporate headquarters of Wells Fargo as a Vice President and Portfolio Manager and was responsible for managing over $700 million in client assets. He was a selected member of the Wealth Specialist Team that dealt with complex financial issues for high net worth individuals and their families. Robert was also the lead analyst in covering the wireless service industry.
Robert has a degree in Business and Economics from the University of Nevada, Las Vegas where he graduated as a member of both the Golden Key & Order of Omega National Honor societies. Robert is passionate about giving back to the community. He volunteers as a Trustee of the JLA college scholarship fund and has proudly served as a board member for Big Brothers Big Sisters of Northern Nevada since 2001 and the Renown Health Foundation Board since 2019.