Professional History:

After graduating from Long Island University with a B.S. in Biology, I entered the financial services industry as a junior advisor at a small regional firm followed by Dean Witter. Pursuing my passion for financial markets, I moved to the Salomon Brothers capital markets trading floor and later the preferred securities trading desk. Seeking exposure to other fixed income asset classes, I moved to UBS as a Municipal Bond Trading Assistant and was promoted to Municipal Bond Portfolio Specialist.

As a Municipal Bond Portfolio Specialist, I advised Financial Advisors on creating and restructuring municipal bond portfolios aimed at aligning portfolio characteristics with client objectives, risk tolerance, performance, and current market conditions. After six years as a Portfolio Specialist, I transitioned to the UBS Institutional Municipal Desk where I coordinated efforts with institutional accounts and institutional traders to provide liquidity for buy side accounts with par value exceeding $1 billion daily.

In 2008 I was promoted to Complex Sales Manager with UBS in Chicago where I was responsible for the day to day management of 90 Financial Advisors and $4.7 billion in client assets. I led our coaching and training efforts around financial planning and the client experience.

After nearly a decade of helping financial advisors service their clients, I pursued an opportunity to join Morgan Stanley* as a Financial Advisor.

Background:

I was born in Beersheba, Israel and moved to America when I was eight years old. Together with my parents and brother, we relocated to Long Island, New York where they still reside. After living my adult life in New York City, I moved to Chicago in 2008. My wife and I live in downtown Chicago and love living in the Midwest. 

Education & Licensing:

University of Maryland at College Park
Long Island University C.W. Post Campus – B.S. in Biology 1995
Series 7, 63, 66, 9, Life, Accident and Health Insurance
Fluent in Hebrew

Services:

Wealth Management – Financial Planning
Municipal Bonds
Insurance & Annuities
529 Plans
Alternative Investments
Asset Management
Estate Planning

Associations:

ISCD Israel Sport Center for the Disabled
FIDF Friends of the Israel Defense Forces
JUF Jewish United Fund


The investments listed may not be suitable for all investors. Morgan Stanley* LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley*'s licensed insurance agency affiliates.