Roger L. Levy
AIFA® Designee, Fiduciary Education Trainer, CEFEX Analyst, Fiduciary Consultant
Roger L. Levy AIFA®, is CEO of Cambridge Fiduciary Services, LLC. In this role Mr. Levy oversees services aimed at reducing fiduciary risk for institutional investment committees, investment advisors and asset managers, through consulting advice and assessments of their conformity with a fiduciary standard of care.
A member of Cambridge Financial Services Group, Mr. Levy has more than 20 years of experience in guiding investment advisory clients with respect to their fiduciary obligations and how to build a due diligence record of their investment process. He obtained the Accredited Investment Fiduciary Analyst™ designation from Fi360 and offers lead analyst services on behalf of those involved in the investment process who are seeking CEFEX registration.
Mr. Levy has an impressive number of fiduciary publications in circulation. His written work is most often displayed in Pensions & Investments, the international newspaper of money management. His research is also on Investment News, Employee Benefit News, Workforce, ThinkAdvisor and Plan Sponsor Council of America. His book, Your 401k – The Danger Within, co-written with Dr. Peter Rowland, is available on Amazon. Mr. Levy’s extensive publications explore integral subjects from 401(k) plans to wealth management, to fiduciary implications of government investment in private enterprise.
A well-known connoisseur of fiduciary topics, Mr. Levy speaks at many investment conferences across the United States. He has presented his expertise on outsourced investment management, fiduciary risk, and Prudent Practices at many Investment Management Institute congresses, the Taft-Hartley Summit and Fi360 conferences, amongst others.
Formally educated in England, Mr. Levy began practicing law in London as a Solicitor in 1970. He joined Taylor & Humbert, one of England’s premiere and oldest law firms, where he became a partner. He emigrated to the United States in 1975 and joined Saul Ewing Remick & Saul, a leading Philadelphia law firm. Mr. Levy obtained a Master of Laws Degree from Temple Law School and became the first English solicitor to be admitted to the Pennsylvania bar.
Subsequently, Mr. Levy established his own practice specializing in international business before joining the Law Offices of Robert M. Gottschalk, in New York City, a firm specializing in international business and trade. Prior to joining Cambridge, he served as Counsel to Kleinberg Kaplan Wolff & Cohen PC in New York City.
Mr. Levy lives in Scottsdale, Arizona where he manages Cambridge’s Scottsdale office. He currently serves as Chairman of the Board of the Trigeminal Neuralgia Association.
CONTACT
Industry Accolades:
The Nonprofit Fiduciary
Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.
Kathleen McBride of FiduciaryPath Expands Services and Leads National Conference for Growing Community Foundations
The summer of 2020 has changed everything for nonprofits, requiring them to make significant shifts in resources, priorities and internal operations. To serve the immediate and long-term needs of these organizations, Kathleen McBride, AIFA®, Accredited Investment...
Nonprofit Facts of Life: Mutual Funds
Nonprofit Facts of Life that Nobody Told Me . . . There’s a lot you need to know when you’re a Nonprofit Leader – a lot that may not have occurred to you when you agreed to follow your passion and make an impact with your favorite Nonprofit! There are both Fun Facts...
Fiduciary Essentials for Nonprofit Leaders
Fiduciary Excellence Leads to Trust. Trust Leads to Enhanced Donor Confidence and Board Engagement that Leads to Increased Donations, Financial Security, and Mission Success.