Rob Levy

Rob Levy

Vice President, Research
rlevy@finhealthnetwork.org

Rob is Vice President of Research, leading the FHN research practice and its efforts to generate data and evidence that help organizations and policymakers improve financial health. 

During his time at the Financial Health Network, Rob has overseen the development of some of the most influential research and methodologies in the field and advised industry executives on financial health strategy, product development, and impact measurement. His accomplishments include launching the Financial Health Pulse®, a multiyear research initiative to measure the financial health of Americans. Rob also oversaw development of the FinHealth Score®, an open-source framework for measuring consumer financial health now widely used by dozens of organizations. 

A recognized thought leader, Rob speaks frequently at industry and policy conferences and has been quoted in NPR, the American Banker, USA TODAY, CNBC, the Atlantic, TechCrunch, Nerdwallet, and HR.com. Previously, he served as Director of Partner Development and Consumer Impact for PayPerks. 

Rob earned an MBA from the Yale School of Management and a bachelor’s degree from the University of Pennsylvania. Rob also serves as Board Chair for Neighborhood Trust Federal Credit Union, a community development credit union in upper Manhattan. 

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More Related to Rob Levy

Session  

Building a Financially Resilient Workforce

Nearly two-thirds of workers say it’s becoming more difficult to keep up with financial obligations. As government stimulus programs end, how can organizations help those who are financially vulnerable build a stronger financial future? Watch Rob Levy, Vice President, Research and Measurement at the Financial Health Network, and Leston Welsh, Head of Business Segments for Prudential Group Insurance, discuss the latest reports from their respective organizations underscoring key needs and trends at a national level. Plus, learn what these findings emphasize for employers, along with solutions to support financial health for all employees.

FinHealth Goes Global

The handful of promising financial health efforts outside the U.S. have been isolated, lacking a centralized forum, practices, and priorities – until now.

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EMERGE Insights: Opening Keynote

Financial Health Network’s Rob Levy sets the stage for our two-day deep dive into solutions and strategies for driving financial health and the research and measurement that informs the work.

Hawaii Financial Health Pulse: 2019 Survey Results

The majority of Americans are struggling financially – and the everyday economic reality is similar for those who live and work in Hawaii. The Hawaii Financial Health Pulse offers an in-depth view of their financial struggles and coping strategies, along with potential solutions to improve financial health across Hawaii and the rest of the country.