๐๐๐Co-Founder of Aequus Partners Financial Planning ๐ฆ
Videos, articles and podcast (coming) @ www.aequusplanning.com
Bespoke wealth management helping clients find a path to a clear๐, calm ๐โโ๏ธ and confident ๐ financial future.
๐ฉ [email protected]
Connector ๐ค - loves helping people find connections that can help them grow professionally and personally. If you need them and I know them, you got โem ๐
Certified Financial Planner ๐
Jewish philanthropist ๐ค
Former political operative ๐คทโโ๏ธ
Board Member of the South Palm Beach County Jewish Federation ๐ค
JFNA National Young Leadership member๐
Creature of the night ๐ง๐ผ
Passions: reading ๐ , writing โ๏ธ , music ๐ผ, motorcycles ๐ and bourbon ๐ฅ
Education: Shor Yoshuv Institute Rabbinic College (Lawrence, NY), Hofstra University School of Education, NYU School of Professional Studies (Financial Planning), Duke University (Graduate Certificate in Behavioral Finance).
Me in a Moment: a Jewish wealth manager and planner who enjoys sipping on a bourbon, cigar in hand, while brewing a batch of kombucha, Kindle in my back jean pocket, a Microsoft Surface that has my half completed manuscript on display, two briskets and a slab of ribs on the offset smoker, Dylan on in the background as I am killing time between Jewish charitable Zoom events.
Invited by: lindsey glantz
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| Day | Followers | Gain | % Gain |
|---|---|---|---|
| September 30, 2023 | 111 | +1 | +1.0% |
| October 24, 2022 | 110 | -1 | -1.0% |
| June 22, 2022 | 111 | -1 | -0.9% |
| April 07, 2022 | 112 | +1 | +1.0% |
| January 02, 2022 | 111 | +1 | +1.0% |
| September 10, 2021 | 110 | +3 | +2.9% |