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Work Background
J-Ventures FundLimited Partner
May. 2019Palo Alto, California, United StatesJ-Ventures- Our fund is backed by a connected capital of 250+ world experts and executives across various industries, 60+ current and past GPs from leading VC firms and over 70 successful serial entrepreneurs – all looking to help our portfolio companies reach their greatest heights.
Bank Leumi USAVice President Private Banking
Mar. 2019 - May. 2020Palo Alto I joined Bank Leumi as a Private Banking Officer in Palo Alto. I have over 15 years’ experience in financial services. As an Accredited Wealth Manager Advisor and Accredited Asset Manager Specialist, I am focused on helping high net worth clients, C level executives, business owners and family offices manage and create wealth through tax efficiency strategies and unique approaches to creating and preserving wealth. I am a Certified Exit Planner through the Exit Planning Institute in Chicago, and specializes in helping business owners and technology companies navigate, develop and implement best in class Exit Strategies.
Innotech-IB LLCCEO, Founder
Feb. 2015Boca Raton, FL
Erez is the CEO of Innotech IB LLC, a boutique venture capital and Alternative investment advisory firm, where he is engaged in identifying a variety of select Alternative Investment Fund Strategies as well as a curated portfolio of venture capital of Direct and Co-investment opportunities for family offices and Ultra High Net worth clients. Erez has spent over 20 years in the Finance industry. During the first 10 years of his career, his principal focus was on Private Banking, Capital Formation and Buy-Side and Sell-Side Transaction Advisory. For the last ten years he has been substantially engaged in the U.S. Family Office ecosystem as an advisor, guest speaker, moderator, guest host and active conference attendee focused entirely on Alternative Investments. Before forming Innotech IB LLC, Erez was Executive Vice President and Head of the Palo Alto Private Banking at Bank Leumi USA, working with venture capital executives, Serial Entrepreneurs and UHNW families in Palo Alto, CA. Erez has been an active angel investor for more than twenty years. Erez is a venture partner and LP at Jventures, VC fund, a group of technology and investment experts from Silicon Valley , Erez is an expert in early-stage investments that come from Israel and top hubs in the USA. Erez specializes in investing in FinTech, Cyber, Digital Transformation technologies, life science, Medtech and Foodtech.
Prior to seed and early-stage venture investing, he spent nearly 12 years at Wells Fargo Private Bank and Merrill Lynch where he managed significantly large portfolio for UHNW individuals and Single Family Offices in Princeton NJ and Yardley, PA. Erez received his B.A. in International Finance, holds multiple accreditations from the College of Financial planning, Boulder, CO like: AAMS, Accredited Asset management Specialist, AWMA, Accredited wealth Management Advisor, CFP, Certified Financial Planning, CEPA, Certified Exit Planning Advisor from Exit planning Institute.
ConnectOne BankVice President, Private Banking Manager
May. 2013 - Feb. 2015Princeton, NJPrivate Banking to HNW clients, Financial Planning and Asset Management, Commercial and Residential Lending, Family Office Services, Trust and Estate Planning, Specialized in Financial Solutions to the Private School Sector. Works with CPA's, Attorneys, CFO’s, business owners and Entrepreneurs.Manage the Private Banking Branch in Princeton , NJ.
Wells FargoRegional Private Banker
Apr. 2009 - Mar. 2013Yardley, PA Bucks RegionWEALTH MANAGEMENT- REGIONAL PRIVATE BANKER January 2009 Wells Fargo – Yardley, PA • Serve as the primary sales support for wealth management needs for high net worth clients in all five branches in the Bucks County region. • Received the Wells Fargo High Net Worth Trendsetter Award for Q1 and Q2 in 2012 as top performer in the North East. • Manage over 250 clients with net worth of 1MM-10 MM, manage book of business of 400 MM. • Counsel clients on financial options through a comprehensive needs assessment analysis and implementation of wealth management solutions. • Help clients to gain a deep understanding of their financial priorities while applying appropriate financial solutions to help them optimize their wealth through building, managing, preserving and transferring wealth in a tax efficient manner • Communicate the Wealth Management value proposition to clients and prospects • Integrate client service and sales support by offering consultation for special asset like insurance, real estate and business transition with integration of trust and estate planning techniques along with fiduciary counsel like attorneys, CPA’s and estate planners. • Offer best-in-class investment, wealth advisory, trust and capital markets services
Merrill LynchFinancial Advisor
Nov. 2006 - Apr. 2009PrincetonFinancial and strategic planning for high net-worth clients; relationship management,
marketing, networking, seminars and acquiring new business. Assist clients through the creation of individually customized wealth management strategies; utilize a defined process*s which includes portfolio management and implementation, education and retirement plans, liability management, tax minimization, asset allocation and asset protection . Provide quarterly reviews for clients through deep analysis of their performance. Provide sophisticated solutions pertaining to stock positions, company stock options, liquidity and alternative investment strategies. Manage few 401k relationships with over 5 millions dollars in mange asset.
Etrade Israel, IsraelSales and Marketing Relationship Manager
Jan. 2002 - Jan. 2004Tel Aviv, IsraelSales and Marketing Relationship Manager January 2002 to January 2004 Etrade Israel, Israel • Assisted self-directed investors with portfolio management resulting in highly profitable accounts • Built and maintained customer relationships, assist with marketing and advertising campaigns of Etrade Israel through media and internet channels • Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines • Created and executed marketing/PR campaigns, including new product introductions and existing product development • Planned and executed events and marketing programs, producing five times target number of qualified leads
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