Robert G. Levy
About Robert G. Levy
Robert G. Levy is a Senior Vice President at UBS Financial Services, Inc., where he has worked for 24 years as a Portfolio Manager and Wealth Advisor. He previously held senior roles at EF Hutton and Prudential Investments.
Work at UBS
Robert G. Levy has been employed at UBS Financial Services, Inc. since 2000. He holds the position of Senior Vice President in Wealth Management, where he serves as a Portfolio Manager and Wealth Advisor. His tenure at UBS spans 24 years, during which he has developed expertise in managing client portfolios and providing wealth management solutions in Farmington Hills, MI.
Previous Employment History
Before joining UBS, Robert G. Levy worked at Prudential Investments from 1987 to 2000, where he held the role of Senior Vice President - Investments for 13 years. Prior to that, he served as Vice President at EF Hutton from 1983 to 1987 for four years. His extensive experience in the financial services industry has contributed to his knowledge and skills in wealth management.
Education and Expertise
While specific educational details are not provided, Robert G. Levy's professional roles indicate a strong background in finance and investment management. His positions at UBS, Prudential Investments, and EF Hutton suggest a comprehensive understanding of wealth management strategies and portfolio management.
Professional Title and Responsibilities
As a Senior Vice President at UBS, Robert G. Levy is responsible for overseeing wealth management services and advising clients on investment strategies. His dual role as a Portfolio Manager and Wealth Advisor involves analyzing market trends, managing investment portfolios, and providing tailored financial advice to meet client needs.