Alon Ozer

PARTNER, CHIEF INVESTMENT OFFICER

Alon Ozer is Partner, Chief Investment Officer at Omnia Family Wealth. 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, Alon 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.

Alon 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.

Alon 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.

Alon 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.

Alon is a frequent lecturer on alternative investments and macroeconomics at professional conferences. He has also led efforts to structure domestic investment vehicles for direct investment in Israel’s equity markets. Additionally, Alon has spoken about Israel’s economy and innovations at events for Israel Bonds, the American Israel Public Affairs Committee (AIPAC), and The Jewish Federations of North America. As a thought leader, Alon is also a frequent contributor to the financial media and has been featured in Barron’s, U.S. News & World Report, Financial Advisor Magazine, Reuters and NBC News.

Alon is a member of the Board of Directors of Beth Torah Benny Rok Campus, where he has also served as Treasurer for the past four years. He is also Treasurer and a founding member of the Young Israel Parliament, a social and philanthropic organization. Alon lives in North Miami Beach with his wife and two children.