Robert Levy

Robert Levy is the Director of Investments and Senior Portfolio Manager at Whittier Trust Company, based in Reno, NV. He is responsible for the development and implementation of Whittier Trust's investment philosophy and strategy, overseeing security selection and asset allocation for client portfolios. Additionally, Robert serves on the board of Whittier Trust Company of Nevada and provides leadership in delivering customized investment and wealth management solutions to high-net-worth individuals and families.

Robert's expertise spans large-cap equities, particularly through the firm's flagship Corporate America strategy. He is also actively involved in manager selection and monitoring, advising on third-party investment managers across various asset classes. His career includes a significant tenure at Wells Fargo as a Vice President and Portfolio Manager, where he managed $700 million in assets and led analysis for the wireless services sector.

Robert holds a degree in Business from the University of Nevada, Las Vegas, graduating with honors including Golden Key and Order of Omega. He is recognized for navigating portfolios through changing market cycles and has contributed to the investment industry by developing multi-sector strategies for sophisticated clientele. In addition to his professional achievements, Robert is committed to community involvement, serving on multiple nonprofit boards in Nevada.