![Alon Ozer](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
Mr. Alon Ozer is a Partner & Chief Investment Officer at Omnia Family Wealth LLC.
With more than twenty years of global investment experience, he spearheads Omnia’s investment strategy and portfolio implementation for families.
In his work, he draws from his extensive experience across a broad spectrum of asset classes and market environments.
Prior to his role at Omnia, Mr. Ozer served as the Chief Investment Officer at The Foundation of the Greater Miami Jewish Federation, where he managed an investment portfolio in excess of three hundred million dollars.
He previously managed the foreign securities trading desk at Gaon Investment House, one of Israel’s largest investment firms.
He also worked at an Israeli software company designing trading and risk management systems for use in the Israeli and US markets.
In addition, he helped establish Israel’s first online securities trading company, where he worked as the head trader.
He completed his Israel Defense Forces military service as a Special Forces Staff Sergeant in the Paratroopers Brigade and worked for Israel’s Ministry of Defense before entering the investment field.
He holds a bachelor’s degree in Business Management with a major in Finance from the Center for Academic Studies in Israel.
He is also a graduate of Commonfund’s Endowment Institute at Yale School of Management.
Cargos activos de Alon Ozer
Empresas | Cargo | Inicio |
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Omnia Family Wealth LLC
![]() Omnia Family Wealth LLC Investment ManagersFinance Omnia Family Wealth LLC is a registered independent wealth management firm headquartered in Aventura, Florida. It was founded by Steven Wagner in 2015. The firm offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and pooled investment vehicles. | Director de Inversiones | 01/07/2018 |
Antiguos cargos conocidos de Alon Ozer.
Empresas | Cargo | Fin |
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Greater Miami Jewish Federation | Corporate Officer/Principal | - |
Gaon Investment House Ltd. | Corporate Officer/Principal | - |
Experiencias
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Empresas privadas | 3 |
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Greater Miami Jewish Federation | |
Gaon Investment House Ltd. | Finance |
Omnia Family Wealth LLC
![]() Omnia Family Wealth LLC Investment ManagersFinance Omnia Family Wealth LLC is a registered independent wealth management firm headquartered in Aventura, Florida. It was founded by Steven Wagner in 2015. The firm offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and pooled investment vehicles. | Finance |
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