Knowledge Powered by experience

Noah is a member of BV Group at UBS, a team of 13 professionals founded in 1991, with over $1.8 billion in assets under advisement, as of December 2017.

Raised in Boca Raton, Noah grew up with exposure to successful business owners, professionals and retirees that create wealth. From a young age he identified the frequent disconnect between ability to create wealth and ability to manage wealth. He has since been set on a lifelong path to support this critical need of wealth management.

He started by pursuing the educational background necessary to fully understand the technicalities of money and finance. He received a Bachelor’s of Science with a major in International Economics from the University of Florida, an M.B.A. in Global Entrepreneurship from Florida Atlantic University, completed the required graduate level accounting coursework to achieve the CPA license, and attained the CFP®, Certified Financial Planner designation. He worked throughout his schooling to pay for tuition and board, cementing his hard work ethic and understanding of the value of a dollar.

Noah then began to gain practical experience providing financial services. He spent 5 years as a practicing CPA, working with Ernst & Young and CBIZ. He prepared individual and business tax returns, audited financial statements on behalf of investors and government agencies, and handled personal budgeting and financial statement preparation.

Noah was recruited by BV Group to focus on wealth management services. He is now in the position, having gathered extensive education and practical client experience, to provide investment and financial guidance and advice to business owners, professionals, nonprofits, and retirees.

Noah is an approved FINRA Dispute Resolution Arbitrator. This adds a deep dimension to his understanding of the interactions between financial advisors and investors.

Noah lives locally with his wife, two sons, two daughters and three generations of extended family members. His passions include managing his private family foundation, and is an avid sports fan.

 

Accomplishments

  • Certified Public Accountant
  • Certified Financial Planner

Education

  • MBA-Global Entrepreneurship
  • BS- International Economics

Personal & Community

  • Past President- Florida Institute of Certified Public Accountants, Atlantic Chapter, 2011-2012

Registered States:

AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA