Ira Ravitz, Cima® Email and Phone Number
Ira Ravitz, Cima® work email
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Ira Ravitz, Cima® personal email
Ira Ravitz, Cima® phone numbers
Ira Ravitz is a Co-Founder and Managing Director of Beverly Hills Private Wealth. As a seasoned financial professional, Ira relishes the opportunity to work closely with clients and, when appropriate, bring in other financial specialists and clients’ legal professionals that add perspective to each situation. With a rich understanding of multiple market cycles, their implications and how to prepare, Ira collaborates with clients to structure programs that can help them continue to accumulate wealth, reduce risk and achieve philanthropic goals. Among Ira’s clients are successful individuals who wish to preserve assets as they plan for retirement and dedicated entrepreneurs whose vision and drive are embraced by Ira and shared with him. Ira joined Scott at Smith Barney in 1998 until their move to Merrill Lynch in 2006, where he served as a Senior Vice President in Wealth Management. Ira earned his undergraduate degree in Finance from the W.P. Carey School of Business at Arizona State University. Later, he became a registered investment adviser and earned the designation of Certified Investment Management Analyst® administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Wharton School of Business. Ira can be found many afternoons playing tennis at Riviera Country Club, where he is also past-chairman of the Advisory Board. Ira and his wife, Becky, reside in Los Angeles, CA.
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Managing DirectorBeverly Hills Private Wealth Oct 2022 - PresentBeverly Hills, California, United States
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Senior Vice President - Wealth Management AdvisorMerrill Lynch Sep 2006 - Oct 2022Beverly Hills, California -
Second Vice President, Financial AdvisorCitigroup/Salomon Smith Barney Dec 1998 - Sep 2006Beverly Hills, California
Ira Ravitz, Cima® Skills
Ira Ravitz, Cima® Education Details
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Arizona State UniversityFinance -
Beachwood High SchoolBeachwood, Ohio
Frequently Asked Questions about Ira Ravitz, Cima®
What company does Ira Ravitz, Cima® work for?
Ira Ravitz, Cima® works for Beverly Hills Private Wealth
What is Ira Ravitz, Cima®'s role at the current company?
Ira Ravitz, Cima®'s current role is Managing Director, Beverly Hills Private Wealth.
What is Ira Ravitz, Cima®'s email address?
Ira Ravitz, Cima®'s email address is ira_ravitz@ml.com
What is Ira Ravitz, Cima®'s direct phone number?
Ira Ravitz, Cima®'s direct phone number is +131085*****
What schools did Ira Ravitz, Cima® attend?
Ira Ravitz, Cima® attended Arizona State University, Beachwood High School.
What are some of Ira Ravitz, Cima®'s interests?
Ira Ravitz, Cima® has interest in Global Adventures, Fine Wine, Laying On The Beach.
What skills is Ira Ravitz, Cima® known for?
Ira Ravitz, Cima® has skills like Wealth Management, Investments, Finance, Wealth, Mergers And Acquisitions, Alternative Investments, Investment Management, Entrepreneurship, Financial Modeling, Asset Managment, Personal Finance.
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