Rob Levy

Vice President

Rob Levy is Vice President, Financial Health at CFSI where he leads the research and thought leadership practice. His portfolio includes consumer and industry research, product-level analyses, and business best practices designed to inform the marketplace on how to improve consumer financial health outcomes while generating long-term business growth. In his tenure at CFSI, Rob has led several marquee research initiatives on financial health measurement, small-dollar credit, employee financial wellness, and secured credit cards. He speaks frequently at industry and policy conferences and has been quoted in the American Banker, TechCrunch, the Atlantic, Nerdwallet, and HR.com. He has previously worked at a fintech startup and in the U.S. Senate. Rob also serves as Board President for Neighborhood Trust Federal Credit Union, a community development credit union in upper Manhattan.

Rob earned an MBA from the Yale School of Management and a Bachelor of Applied Sciences from the University of Pennsylvania. He is an avid biker, a lover of jazz and funk, and an occasional meditator.

Recent research from Rob Levy

See Older Research