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Robert Levin

Senior Portfolio Manager | Jupiter Office

Robert is a Senior Portfolio Manager with SlateStone Wealth. He has over 35 years of investment industry experience in areas including investment strategy, portfolio management, client management, and research and trading.

Previous to joining SlateStone, he was with Emerald Asset Advisors from 2014 to 2019 managing client portfolios and providing investment advice. After starting his finance career in 1979 at a large property/casualty insurer, he then worked at Legg Mason, which was followed by serving at Asset Strategy Consultants as an investment consultant for institutions and high net worth individuals from 2000 to 2014.

Robert earned his degree in Business Administration from the University of Maryland. He has held various investment and insurance certifications over his career. Robert enjoys travelling, biking and spending time with family.

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Madison

525 Junction Rd
Suite 6500
Madison, WI 53717

Davie

10364 W. State Road 84
Davie, FL 33324

Jupiter

661 University Boulevard
Suite 100
Jupiter, FL 33458

Robert Levin

Senior Portfolio Manager

Robert is a Senior Portfolio Manager with SlateStone Wealth. He has over 35 years of investment industry experience in areas including investment strategy, portfolio management, client management, and research and trading.

Previous to joining SlateStone, he was with Emerald Asset Advisors from 2014 to 2019 managing client portfolios and providing investment advice. After starting his finance career in 1979 at a large property/casualty insurer, he then worked at Legg Mason, which was followed by serving at Asset Strategy Consultants as an investment consultant for institutions and high net worth individuals from 2000 to 2014.

Robert earned his degree in Business Administration from the University of Maryland. He has held various investment and insurance certifications over his career. Robert enjoys travelling, biking and spending time with family.