Robert Levitt, CFA

Wealth Manager for U.S. Citizens Living in Europe & Cross-Border Investment Advisor

I am the founder of Levitt Capital Management, a European-based wealth management firm focused exclusively on affluent U.S. citizens and U.S. persons building permanent lives in Europe, including retirees, long-term residents, dual nationals, and corporate-transferred professionals.

I previously established an SEC Registered Investment Advisory firm in Boca Raton, Florida and Paris, France. With over three decades spent advising clients both in and out of the United States, I focus on providing simple and transparent financial advice.

I am a Chartered Financial Analyst (CFA) and hold an undergraduate degree in International Management from the University of New Mexico, an M.B.A. from American University, a French licence from Université Nice Côte d'Azur, two masters degrees from Université Lyon II, and am completing a Doctorate in Medieval History from Université de Perpignan.

About Levitt Capital Management

Levitt Capital Management is a European-based wealth management firm focused on U.S. citizens and U.S. persons building permanent lives in Europe. The firm was ranked second in Décideurs Magazine’s 2025 annual ranking for Meilleur Conseiller en Gestion de Patrimoine – Small. It is also the proud winner of the WealthBriefing European Awards 2026 in the category of top European advisory firm servicing North American clients.