Robert L. Levy

Mr. Robert L.
Levy is a Senior Vice President & Senior Portfolio Manager at Whittier Trust Co. As a member of the investment committee, 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 serves as the lead healthcare analyst for the firm’s Corporate America large-cap equity strategy, 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 helped guide and grow the Nevada office 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.