Our senior executives have more than 30 years of experience in asset management and in advising clients on fiduciary responsibility and establishing a prudent investment process. Cambridge Fiduciary Services, LLC is completely independent and associates with no proprietary products.
Formally educated in England, Mr. Levy practiced law in London after becoming a Solicitor in 1970. He was a partner in Taylor & Humbert, one of England's oldest law firms before emigrating to the United States in 1975 where he joined Saul Ewing Remick & Saul, in Philadelphia.
He earned a master’s degree in law from Temple Law School and was the first English lawyer to be admitted to the Pennsylvania bar.
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. Subsequently, he served as Counsel to Kleinberg Kaplan Wolff & Cohen PC in New York City.
Mr. Levy became a founding member of Cambridge Financial Services Group, which, prior to its sale to CapTrust Financial Advisors in 2013 provided investment advisory services to retirement plans, endowments and foundations and he served as its in-house legal adviser. Mr. Levy’s principal role was to manage the firm’s adherence to industry best practices and to assist clients to conform to a fiduciary standard of care.
An Accredited Investment Fiduciary Analyst™, he performs both consulting fiduciary assessments and those that can lead to CEFEX certification. In addition, he is often called upon to provide expert reports and expert witness testimony in fiduciary breach litigation.
Cambridge Fiduciary Services, LLC
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