Yuval Ezer
Portfolio Manager-Equities at Foster Victor Wealth Advisors LLC
Yuval Ezer active positions
Companies | Position | Start | End |
---|---|---|---|
Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Portfolio Manager-Equities | 2024-01-31 | - |
Career history of Yuval Ezer
Former positions of Yuval Ezer
Companies | Position | Start | End |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Analyst-Equity | 2021-03-31 | 2024-01-31 |
Portfolio Manager-Equities | 2021-03-31 | 2024-01-31 | |
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Analyst-Equity | 2007-12-31 | 2021-03-31 |
Director of Research - Equity | 2017-12-31 | 2021-03-31 |
Training of Yuval Ezer
Brandeis University | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Director of Research - Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Finance |
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