Robert L. Levy

Mr. Robert L.
Levy is a Director of Investments at Whittier Trust Co. He works with clients to create customized investment and wealth management solutions.
As a Director of Investments, he 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.
He also soversees 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.
He joined the firm 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, Mr. Levy 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.
He was also the lead analyst in covering the wireless service industry.
He served as a board member for Big Brothers Big Sisters of Northern Nevada since 2001.
He 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.