As a Wealth Adviser with Eagle Strategies LLC, and an Agent of New York Life Insurance Company, I work with affluent families, individuals, business owners and professionals.
As a Certified Financial Planner® professional with over 20 years experience in the financial services industry, I specialize in all aspects of financial planning: wealth preservation, legacy transfer, retirement asset protection, employee benefits, business succession and charitable gift planning.
Prior to joining New York Life, I was a consultant with TIGER 21, the nation’s premier membership organization for ultra-high-net-worth investors and entrepreneurs. I began my financial career with Prudential Securities and spent over 10 years with Bank of America Merrill Lynch as Vice President in the Ultra-High Net-Worth Wealth Management Banking division. I worked closely with U.S. Trust and the commercial real estate bank, delivering liquidity management and asset leveraging solutions with a focus on broadening and deepening client relationships across the franchise.
I began at the Knesset, Israel’s Parliament, while attending the Hebrew University of Jerusalem. Upon returning to New York, I served in the Government of Israel - Ministry of Finance - Economic Mission to the U.S. I am an avid supporter of the arts and sit on the executive board of the America Israel Cultural Foundation.
Why Eagle Strategies and New York Life?
I joined New York Life because of its financial strength, stability, and its comprehensive approach to financial planning. I am rewarded each day by making a meaningful difference in people's lives. My goal is to ensure that my clients receive the highest level of service with the utmost care and integrity.
Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.