Moshe Banin's financial services career began in 1993 when he joined Bernstein Global Wealth Management, where he spent 19 years before joining UBS. Early in his career, he supported the development and distribution of services for high net worth investors. Over time, he rose to Director of International Strategy and helped launch Bernstein's London-based private client practice. He then became a financial advisor focusing on high net worth clients, family offices and foundations.
Moshe's clients seek his advice on advanced asset allocation, retirement planning, wealth transfer and sales of businesses.
Moshe graduated from Yeshiva University with a degree in economics and later earned his M.B.A. at New York University. He is on the Board of Directors for both the Jewish Federation of Broward and the Palm Beach Habilitation Center - chairing the investment committee for both of these organizations. In addition, Moshe is the Co-Founder of Luria Academy, a Jewish Day School in Brooklyn, NY. He also holds Series 7, 31, 63 and 66 securities licenses. Moshe lives in Miami, Florida with his wife and three children.
Tuesday, February 14
11:45am - 12:35pm