Robert Levy serves on the board of the Whittier Trust Company of Nevada and works with clients to create customized investment and wealth management solutions. 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 pr
Robert Levy
Senior Portfolio Manager and Director of Investments Whittier Trust Company of Nevada
Whittier Trust Company
United States, Nevada, Reno
About Me
Profile Information
Senior Portfolio Manager and Director of Investments Whittier Trust Company of Nevada
Whittier Trust Company
Investment Team
Investor
Multi-Family Office
Reno
Nevada
United States
Sep 24, 2024
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