Ira Ravitz, Cima® Email & Phone Number

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.

Listed skills include Wealth Management, Investments, Finance, Wealth, and 7 others.