Ariel serves as a senior vice president of investments in Beverly Hills, California. Prior to joining Raymond James, Ariel spent 18 years providing broad wealth management and investment services to a wide array of families, business owners and entrepreneurs. He strives to help his clients address issues in four main areas: goals-based investment management, lending, retirement plans, and estate planning.
With an international trading background, Ariel directs portfolio construction, tactical asset allocation and equity trading for his clients. Ariel isqualified to assist clients by overseeing their discretionary investment strategies. In addition to providing traditional advice and guidance, Ariel can help build and manage personalized strategies for his clients, which help them realize their financial needs and goals.
Ariel attended the University of California, Santa Barbara, where he earned his degree in Political Science with an emphasis in International Relations. With a command of three languages, Ariel spent several years honing his skills in international trade before starting his financial services career in 2001 at Paine Webber, which soon became UBS Financial Services, Inc. While there, Ariel quickly rose to the rank of First Vice President, Investments, as he assisted high-networth individuals, families, businesses and institutions in understanding and structuring disciplined, yet flexible investment strategies to help accommodate the rapidly changing economic climate. Now at Raymond James, Ariel continues to help capitalize on market opportunities for his clients, maintaining a clear path to help reach their goals.
Ariel lives in Los Angeles with his wife and five children, and spends his free time volunteering for several nonprofits in southern California. Along with spending time with his kids, he enjoys live music, skiing, and the Los Angeles Sports scene.