Senior Portfolio Manager, CEO
Originally educated as an Orthodox Rabbi from a young age, Noah attended Rabbinical Seminary from 2006 – 2010 in Jerusalem. Finding a talent for investing in equities during the 2008 Great Recession proved to be a future career path in investing.
Combining passion for both macro and microeconomics, Noah spent the majority of his career at AXA Advisors, Wells Fargo, Merrill Lynch and Citi Wealth Management. Noah elected to go independent in 2020, reflecting a wish to serve in a fiduciary only capacity as a fee-based advisor and utilize his strategies for institutional clients. Noah takes a unique approach in regards to risk management and designs bespoke portfolios that emphasize disruptive technologies, renewable energy and revolutions in economics.
Noah resides in the Washington, DC and Jackson, Wyoming areas. Having spent many years living in the Rockies and DC area, Noah's clientele come from NY, MD, DC, VA, NC, TX, OR, WY, and CO. He is a member of the Silver Spring Jewish Community in Montgomery County, MD and the Jackson, WY Chabad Jewish Community. Noah is a winter sports enthusiast and mountaineer. Noah has a son, Meir who was born in 2009.