Moshe Klempner – Partner
Moshe is a licensed investment manager and insurance agent. He has over 20 years’ financial services experience with emphasis in investment management. During the years 2001-2008, Moshe managed over US$1 Billion in equity and bond mutual funds at Harel Pia and Meitav Investments. His funds have been highly ranked by Maalot, the mutual fund rating agency. Prior to 2001, Moshe was an equity analyst and private client account manager at Analyst IMS and Fidelity Investments. Moshe holds a Bachelors in Finance & Investments, Summa Cum Laude from City University of NY and a Msc. in Accounting and Finance from the London School of Economics.
https://www.linkedin.com/in/moshe-klempner-1298781/
Contact: [email protected]
Ami Sessler – Partner
Ami has extensive experience in investment management from leading firms on Wall St and in Israel and serves on the board of numerous private and public entities. Ami is Chairman of the Board of Priority Asset Management. He holds an MBA from Yale, and a Bachelors in Economics from UCLA. Contact: [email protected]
Yulia Gozman – Client Relations Manager
Yulia is responsible for client communications and overall administrative support for our services.
Contact: [email protected]
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