Moshe Banin's financial services career began in 1993 when he joined Bernstein Global Wealth Management, where he spent 19 years before joining UBS. At Bernstein, Moshe took on many crucial roles. Early in his career, he supported the development and distribution of services for high net worth investors. Over time, he rose to Director of International Strategy, a position that required Moshe to identify trends in the international high net worth marketplace and helped launch Bernstein's London-based private client practice. He then became a financial advisor focusing on high net worth clients, family offices and foundations.

Moshe's clients seek his advice on advanced asset allocation, retirement planning and advice on choosing managers to execute allocation. He has worked with many clients approaching or undergoing life changes, including retirement, wealth transfer and sales of businesses. Moshe takes pride in becoming an integral part of his clients' lives and helping them and their families or businesses to succeed.

Moshe graduated from Yeshiva University with an economic degree and later earned his M.B.A. at New York University. He is on the Board of Directors and chair of the investment committees for both the Jewish Federation of Broward County and the Palm Beach Habilitation Center. Moshe is on the Board of Directors for The Victory Center of Autism and Related Disabilities. In addition, Moshe was a Co-Founder of Luria Academy, a Jewish Day School in Brooklyn, NY. He also holds Series 7, 31, 63 and 66 securities licenses.

Moshe lives in Surfside, Florida with his wife and three children.

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