Yoni is an experienced wealth and portfolio manager whose clients trust him for his creativity and responsiveness, and an approach that treats each client like a member of his family.
In addition to managing clients’ investment portfolios, Yoni has extensive experience guiding their financial and investment strategies through an ever-changing taxation environment to enhance their tax efficiency and control risk. To serve his clients and their families, Yoni also focuses his practice on tax-efficient estate and retirement planning, enabling his clients to pursue their goals of creating generational wealth and to care for their loved ones.
Yoni works with a wide range of clients, including Israelis living in the U.S. and Israel, and many clients whose principal wealth comes from the technology sector. He is particularly skilled in providing complex multigenerational and capital market strategies to his ultra-high net worth client base, including c-suite executives, entrepreneurs, financial professionals and retirees. From 2017 through 2021, Yoni has been named to the Bank Investment Consultants Top 100 Bank Advisors*.
Prior to joining Raymond James in 2021, Yoni had been a wealth advisor affiliated with Citi Wealth Management, and before that, Wells Fargo Advisors. He is a graduate of the Kelley School of Business at Indiana University, where he earned a bachelor’s degree in finance.
Wealth planning and finance has long been part of Yoni’s life. As a child, he learned much about the world of high finance from his mother, a talented finance professional who made sure visits to the trading floor were part of his early education.
Outside the office, Yoni helps guide the Israeli American Council as a board member and is involved in many charities in the US and Israel. In his free time, he enjoys sports and the outdoors, including golf, skiing, swimming and tennis.
Originally from Tenafly, New Jersey, Yoni now lives with his wife, Lior, in the West Village.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
*To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing 12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2018 AUM was defined as the amount an advisor had as of Aug. 31, 2018. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2018, was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
