Roger L. Levy, LLM, AIFA® is CEO of Cambridge Fiduciary Services, LLC and partners with Investment Strategy Consulting on pension clients requiring his technical expertise providing 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.

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 immigrating to the United States in 1975 where he joined Saul Ewing Remick & Saul, in Philadelphia. Mr. Levy obtained a Masters Degree in law from Temple Law School.

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. Following that, he served as Counsel to Kleinberg Kaplan Wolff & Cohen PC in New York City.

In the mid-80’s, Mr. Levy became a founding member of Cambridge Financial Services Group, which provided investment advisory services to retirement plans, endowments and foundations and, until 2013, when Cambridge’s advisory business was sold to CapTrust Financial, he served as its in-house legal adviser, while also advising clients on prudent investment practices.

Roger earned the Accredited Investment Fiduciary Analyst™ designation from the Center for Fiduciary Studies and is a Lead Analyst for the Centre for Fiduciary Excellence (CEFEX). Through this affiliation, Cambridge Fiduciary Services, LLC has performed fiduciary assessments for investment advisors, pension plans and fund administrators and has advised investment committees on fiduciary responsibility. Mr Levy speaks at investment conferences on fiduciary issues and publishes articles on fiduciary topics. He is the coauthor with Dr Peter Roland of Your 401K – The Danger Within, published by Amazon. In addition he provides best practices consulting services to law firms engaged in ERISA litigation.

Mr. Levy lives in Scottsdale, Arizona. He is a Founding Trustee of the Facial Pain Research Foundation and a past Board Chairman of the Facial Pain Association (2000 – 2012).