Weissman Advisory is an OCIO (Outsourced Chief Investment officer) for Family Offices & external advisor for private funds and investment firms.
Specializing in private markets and alternative investments. Deep due diligence, portfolio monitoring and accessing new deal flow.
The activity is objective and fully transparent, within a model of ongoing fixed fee from the client only, without any hidden agenda.
Liran Weissman is a professional with over a decade of experience in wealth management, in various management positions and as a partner in several companies.
Co-Founded a boutique investment firm for alternative investments and served as the Chief Investment Officer (CIO) in one of the leading Multi-Family office groups in Israel.
Selected for Forbes 30Under30 2021 list.
Investor and advisor of several Fintech Start-up companies.
Member of an advisory committee in private market funds.
Co-founded the first two student clubs in the field of Wealth Management at Reichman University and at the College of Management.
Owns a portfolio management license from Israel Securities Authority (Internship at Altshuler Shaham) and Board of director training certificate.
Company Details
- Employees
- 1
- Address
- Groups In Israel.
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.w-advisor.com
Weissman Advisory Questions
Weissman Advisory's website is http://www.w-advisor.com
Weissman Advisory's LinkedIn profile is https://www.linkedin.com/company/weissman-advisory
Weissman Advisory has
1 employees.
View email and phone details for 1
employees at Weissman Advisory.
Weissman Advisory's industry is
Financial Services
Weissman Advisory's top competitors are
Vinograd & Co.,
Fintech Leaders Club,
Wealth Management Club At College Of Management,
Impact Fund Of Funds,
Hamilton Lane,
Wealth Management Club,
Barak Wealth Management Ltd.,
Buyside Partners,
Atai Wealth Management - Family Office,
The Service Wealth Management.
Weissman Advisory's categories are Financial Services
