Senior Wealth Advisor
Erez serves as a Senior Wealth Advisor at Omnia Family Wealth. In this role, Erez works with families to understand their unique needs and provide cohesive guidance for the many aspects of their financial life. As a Certified Exit Planning Advisor (CEPA), Erez helps families integrate exit strategy into their business, personal and financial goals.
Erez brings more than 15 years of experience working with families of significant wealth, helping them navigate complex taxation issues, trust and estate planning, financial planning, business evaluation, risk management and investment management.
Prior to his role at Omnia, Erez served as a Vice President at Bank Leumi in Palo Alto, California, where he provided customized wealth management services for senior executives and their families from the Silicon Valley tech communities. Prior to his role at Bank Leumi, Erez founded Innotech Investment Banking, where he developed a large network of families and family offices to whom he provided investment and business counsel. Starting his career at Merrill Lynch and later moving on to Wells Fargo, Erez has continually focused on building meaningful client-centric relationships – a skill he proudly brings to Omnia Family Wealth.
Erez is an Accredited Wealth Management Advisor (AWMA®), an Accredited Asset Management Specialist (AAMS®), and a Certified Exit Planner Advisor (CEPA®). He also holds both the FINRA Series 7 and Series 66 licenses. Erez holds a B.A. in international finance from IUBL and completed the certified financial planning program at The college for financial planning.
Erez is highly active in multiple family office Advisory Boards of Single-Family Office Clubs and Investors clubs in Israel, New York, Miami, Silicon Valley, Monaco, and the Dubai Global Family Office Summits. He is also involved with the Israeli Chambers, National Investment Banking Association, Family Office Associations, IAC Chabad, JFCS, Jewish National Fund, and AIPAC. Before entering the investment field, Erez served in the Israeli Defense Force in a combat engineering unit.