Alon Ozer

Alon Ozer Email and Phone Number

Chief Investment Officer @ Omnia Family Wealth
Miami, FL, US
Alon Ozer's Location
Miami, Florida, United States, United States
Alon Ozer's Contact Details

Alon Ozer personal email

Alon Ozer phone numbers

About Alon Ozer

Omnia Family Wealth, LLC is a registered investment advisor. Omnia Family Wealth provides investment advisoryand related services for clients nationally. Omnia Family Wealth will maintain all applicable registration andlicenses as required by the various states in which Omnia Family Wealth conducts business. For additionalinformation, please visit our website at www.omniawealth.coOmnia Family Wealth and J-Impact Fund are not affiliated.

Alon Ozer's Current Company Details
Omnia Family Wealth

Omnia Family Wealth

View
Chief Investment Officer
Miami, FL, US
Website:
omniawealth.com
Employees:
11
Alon Ozer Work Experience Details
  • Omnia Family Wealth
    Chief Investment Officer
    Omnia Family Wealth
    Miami, Fl, Us
  • J-Impact Fund
    Investment Committee Member
    J-Impact Fund Oct 2021 - Present
    Palo Alto, Us
  • Omnia Family Wealth
    Chief Investment Officer
    Omnia Family Wealth Aug 2018 - Present
    Aventura, Florida, Us
  • Omnia Family Wealth
    Chief Investment Officer
    Omnia Family Wealth Jul 2018 - Present
    Aventura, Florida, Us
    Alon Ozer is 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.
  • Maymaan Research, Llc
    Board Advisor
    Maymaan Research, Llc Oct 2017 - Present
    Hollywood, Fl, Us
  • Greater Miami Jewish Federation
    Chief Investment Officer
    Greater Miami Jewish Federation Jan 2009 - Jul 2018
    Miami, Florida, Us
    The endowment of The Foundation seeks to provide world-class investment management focused solely on generating strong results to support the mission of the Greater Miami Jewish Federation. Our investment philosophy combines the long-term goal of capital preservation with strategic management to yield strong annual returns while ensuring superior risk management.In most asset management practices, the beneficiaries, or clients, can speak for themselves. In the case of an endowment, most of the beneficiaries have not yet been born. Future generations have as much entitlement to endowment benefits as the current generation, and their rights must be protected. That differential in time horizon– between life span and perpetuity– creates important differences in management perspective. The distinction may elude the experienced investor, because the issues and terms appear the same in all cases. But for anyone sharing responsibility for an endowment, the term “capital preservation” takes on incomparable gravity; it means preservation forever.“The trustees of an endowment institution are the guardians of the future against the claims of the present. Their task is to preserve equity among generations.”James Tobin, 1981 Nobel laureate, Sterling Professor of Economics, Yale University“Effective management of a university endowment requires balancing fundamentally competing objectives. One the one hand, the university requires immediate proceeds to support the current generation of scholars. On the other hand, investment managers must consider the needs of generations to come. The endowment must be safeguarded so that it will survive as long as Yale itself, which we believe means forever.” President Richard Levin, 2000 Yale Endowment Report
  • Gaon Investment House
    Trading Desk Manager
    Gaon Investment House Jan 2008 - Nov 2008
  • F.M.R. Computers & Software
    Manager Foreign Securities Desk
    F.M.R. Computers & Software Apr 2001 - Dec 2005
    F.M.R. Computers & Software Ltd. Provides software solutions for the stock exchange members in Israel. The key services provided by the company include systems maintenance, software development, real-time support etc. The main client of the company is the private stock exchange members. As part of it, the company also takes care of the futures and options of the members and the banks. Additional services provided by the company includes interface to back-office systems, client server architecture, Dynamic data exchange, data export and import, remote system administration and function support, open API for user development, etc. F.M.R. Computers & Software Ltd. Is headquartered at Israel.

Alon Ozer Skills

Investments Equities Risk Management Due Diligence Private Equity Entrepreneurship Hedge Funds Financial Analysis Endowments Mentoring Family Office

Frequently Asked Questions about Alon Ozer

What company does Alon Ozer work for?

Alon Ozer works for Omnia Family Wealth

What is Alon Ozer's role at the current company?

Alon Ozer's current role is Chief Investment Officer.

What is Alon Ozer's email address?

Alon Ozer's email address is ao****@****lth.com

What is Alon Ozer's direct phone number?

Alon Ozer's direct phone number is +178651*****

What skills is Alon Ozer known for?

Alon Ozer has skills like Investments, Equities, Risk Management, Due Diligence, Private Equity, Entrepreneurship, Hedge Funds, Financial Analysis, Endowments, Mentoring, Family Office.

Who are Alon Ozer's colleagues?

Alon Ozer's colleagues are Callie Ponce, Ben Katri, Kehar Omnia, Diana Torre, Ivan Hernandez Aep®,cfp®,cima®,cap®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.