CoverProfile

Robert Levy

Senior Portfolio Manager and Director of Investments Whittier Trust Company of Nevada

Whittier Trust Company

United States, Nevada, Reno

About Me

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

View more

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

More profiles to browse

Profile Photo
Mathew Neben
SVP, Portfolio Manager
CA
Craig Ayers
Senior Vice President & Senior Portfolio Manager
Profile Photo
David Dahl
President and Chief Executive Officer
Profile Photo
Liam J. McGuinness
Executive Vice President and Chief Financial Officer

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc