About us.
Hello there! I’m Zev, an Investment Officer at a multi-family office where I wear the hat of a financial maestro, orchestrating investments and nurturing banking relationships for the exceptionally wealthy.
My journey into the world of finance was not just professional; it’s deeply personal. Since my college days, I’ve been the quintessential nerdy, meticulous planner when it comes to finances and spending. I’ve mastered the art of being frugal in one area to savor the sweet taste of maximum enjoyment in another. My passion for extracting value extends beyond investments into the realm of credit cards, where I’ve honed my skills in scrutinizing and maximizing the benefits that fit seamlessly into my lifestyle.
Now, I’m thrilled to share my insights and lessons learned with you. Let’s embark on this financial adventure together, as I guide you through the intricacies of wealth management, strategic spending, and the untapped potential of credit cards. Here’s to unlocking the secrets of financial success!
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4.4 rated by more than 1,400 people
100+
Research Reports Created
Having delved into everything from dissecting equity research reports to drafting internal memos in the realm of leveraged finance, my career has been grounded in the practicalities of corporate finances. Through this hands-on experience, I’ve gained a realistic insight into the ways businesses actually generate profits.
275%
Company Growth
Managing the cash and borrowings of a multi-billion-dollar bank and contributing to the establishment of a robust treasury department, I have played a pivotal role in monitoring cash flows, investments, and liabilities. This experience has proven instrumental in facilitating the seamless growth of various organizations.
12+
Years of Experience
With over 12 years of professional experience and another 2 years of time in the military, complex situations do not stop me from reaching my goals.