Since 2005, I’ve advised private and corporate clients in Israel on investment portfolios ranging from hundreds of thousands to millions of NIS. I build and review portfolios around each client’s objectives, risk tolerance, liquidity needs, and investment horizon.
I analyze equities, bonds, funds, and market conditions to support allocation decisions. I assess risk-return trade-offs and translate macroeconomic, interest-rate, and market developments into portfolio considerations.
I also execute capital-market transactions within regulatory, suitability, and compliance requirements, working with trading desks and other internal teams. My experience includes investment advisory, portfolio analysis, and evaluating financial reasoning and AI outputs for accuracy.
