Senior Wealth Manager
Originally from London, Aaron started his career in the Private Client department at Deloitte before transferring to HSBC Private Bank where he worked for 5 years in London and following his Aliyah to Tel Aviv. Between 2015-2017, he was responsible for English speaking clients at Edmond de Rothschild in Israel.
Aaron has extensive experience working with clients from South Africa, England, Canada and the USA specializing in assisting 'Olim Chadashim' (new immigrants to Israel) with their investment needs.
For US citizens, Aaron has detailed knowledge of US pension plans (401k,IRA,Roth IRA etc) and how these assets must be managed for Americans who move to Israel.
Aaron has presented in the US for Nefesh B’ Nefesh on numerous occasions on a wide range of relevant investment topics for the American immigrant to Israel.
Aaron holds a Bsc with Honors in Investment and Finance from the Cass Business School in London and in the UK, holds the CFA's Investment Management Certificate (Level 4) and the Investment Advice Diploma Derivatives Qualification. In South Africa, he is a qualified Representative. In addition, Aaron is a Portfolio Manager licensed by the Israeli Securities Authority.
Mobile (Israel): +972 54 642 9734
Mobile (USA): +1 516 210 4119
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Amzur House – 4th floor, 8 Hasadnaot St.,
Herzliya Pituach, Israel
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