Robert Levy
Whittier Trust announced Robert Levy has been elevated to the role of director of investments for Whittier Trust Co., of Nevada, Inc.
In this new role, Levy helps oversee the company’s investment strategy, leads a highly skilled investment team and spearheads the identification and execution of key investment opportunities while guiding client investment policy objectives.
Levy’s tenure at Whittier Trust began in December 2000, and his contributions have been critical in helping the firm and its clients navigate many complex and unprecedented market cycles. He has played a key role in growing both client portfolios and the firm itself.
As director of investments, Levy has a pivotal role in shaping Whittier Trust’s investment philosophy, creating customized strategies for clients, and overseeing the firm’s flagship large-cap equity strategy, known as Corporate America.
He will also continue to serve on Whittier Trust’s committee that analyzes, selects, monitors, and advises on external investment managers, ensuring that clients have access to top-tier advisers and exceptional investment guidance.
Levy is an active member of the Nevada community, where he serves on the boards of Whittier Trust Co., of Nevada, Big Brothers Big Sisters of Northern Nevada and the Renown Health Foundation.
His commitment to giving back is also reflected in his role as trustee of the Joshua L. Anderson Memorial Foundation and College Scholarship Fund.
