Managing Director, UBS Private Wealth Management Senior Portfolio Manager
Shlomi is Israeli-born and fluent in Hebrew. His team is accredited in Israel, and he travels there several times a year to visit clients. He earned his B.A. and M.B.A. from the University of New South Wales in Sydney, Australia.
Shlomi worked as an Equity Research Analyst at Bear Stearns and Lehman Brothers and as an Investment Banker at Societe Generale prior to moving into wealth management at Merrill Lynch and later at Barclays. He joined UBS as a Senior Portfolio Manager and Senior Vice President of Wealth Management in June of 2015.
Shlomi is an avid tennis player and lives in Westchester, New York with his wife and two children.