Our Founder
The firm was founded by Robert Levitt, who had previously established the SEC Registered Investment Advisory firm, Levitt Capital Management LLC, in Boca Raton, Florida and Paris, France, which grew to over $550,000,000 in assets under management. With over three decades spent advising a wide array of clients both in and out of the United States, Robert brings a unique perspective to the table. Motivated and dedicated, clients turn to Robert for simple and transparent financial advice.
Education
Robert is a Chartered Financial Analyst (CFA), who holds an undergraduate degree in International Management from the University of New Mexico, as well as an M.B.A. from the American University in Washington, D.C. He also holds a French licence from the université de Nice/Sophia Antipolis, and two masters degrees from the université Lyon II and is completing a Doctorate in Medieval History from université de Perpignan.
Recognition
Robert Levitt is highly sought after to advise on complex cross-border matters and has been recognized as one of the best investment advisors in the world.
Worth Magazine List of Top 200 Investment Advisors – 9 times. Barrons list of 100 Top Independent Financial Advisors – 4 times
Numerous appearances on CNBC TV and Bloomberg TV around the world, as well as frequently quoted by the Wall Street Journal, Barrons, The New York Times, Fortune, Forbes, and numerous other publications for his insights on the global investment environment.
Robert is the Deputy Chair of the Taxation Task Force of Democrats Abroad, the arm of the Democratic party focused on tax matters for Americans who live abroad.
Levitt Capital Management was chosen in second place for Décideurs Magazine annual ranking for « Meilleur Conseiller en gestion de patrimoine – Small » 2025.
Levitt Capital Management was a finalist candidate for Décideurs Magazine annual ranking for « Meilleur Conseiller en gestion de patrimoine – Small » 2024.