Izhar Shefer: Financial Consultant

About me

Izhar Shefer is the managing director of drexel global cosulting , bringing with him 30 years of experience in wealth management. With a strong background in consulting, Izhar is dedicated to helping clients make savvy investment decisions. Our services include managing portfolios tailored to clients' objectives and risk tolerance. Izhar possesses expert knowledge in how institutions manage their own money, and he is committed to bringing this valuable insight to our clients. Trust us to provide comprehensive wealth management solutions backed by years of experience and a deep understanding of the industry." Please feel free to make any adjustments or additions to the response as per your requirements

Experience

Managing Director

Drexel Global Consulting Wealth Management

April 2017 — Present

• Manage client portfolios and guide well-informed investment strategies.

Vice President

Morgan Stanley Smith Barney

July 2011 — April 2017

• Top Producer

• Developed International Clientele

Client Reviews

Read testimonials from satisfied clients about Izhar Shefer's expertise.

I worked with Drexel on a professional level on their website. Izhar was professional and good to do business with.

Samuel Torres

Waterbury

★★★★★