01
Build market visibility
Connect Israel and Wall Street and help more investors discover the cross-border investment center initiative.
PROJECT BACKGROUND
Connecting Israel
and Wall Street.
Connecting Israel and Wall Street
Take part in building the investment center of the future
and help advance a global investment ecosystem.
NEW YORKISRAEL
01 / CONNECTING TWO MARKETS
Global experience,
for investors in Israel.
Drawing on the Raymond James global wealth management platform and the New York Israel Group’s experience, the initiative explores a cross-border investment service platform for high-net-worth individuals, entrepreneurs, technology founders and professional investors in Israel.
The Israel Group currently provides global wealth management services primarily to high-net-worth and ultra-high-net-worth clients.
Explore the Founding Members ProgramResearch focusU.S. equity opportunitiesIsraeli technology opportunitiesGlobal asset allocationFamily wealth planningServices for high-net-worth clients
02 / THE FOUNDING MEMBERS PROGRAM
Israel Investment Center Founding Members Program.
Israel Investment Center
Founding Members Program
Recruiting the investment center’s first supporters
Work with the first supporters to build market visibility, listen to investor needs and explore pathways for a future launch.
02
Understand investor needs
Use voting, location proposals and service requests to understand what investors genuinely value.
03
Assess future feasibility
Combine program feedback with market demand to evaluate potential paths for the investment center.
04
Build a high-quality community
Bring together entrepreneurs, professional investors and high-net-worth individuals for long-term exchange.
Who we are inviting
Technology foundersFamily officesProfessional investorsBusiness executivesHigh-net-worth individualsInternational Chinese and Jewish investors
03 / TWO MARKETS. ONE COMMUNITY.
Investment Strategy Sharing Community.
The Israel Group is currently led by members including Yoni Marom and primarily serves high- and ultra-high-net-worth clients.
01 / UNITED STATES
United States market
Follow emerging opportunities across global capital markets.
- Nasdaq
- AI value chain
- Semiconductors
- Medical technology
02 / ISRAEL
Israel market
Connect local technology innovation with capital markets.
- Tel Aviv Stock Exchange
- Cybersecurity companies
- Defense technology companies
- Medical innovation companies
Weekly content
U.S. + Israel strategy sharingMarket commentarySector analysisPortfolio case studiesMajor internal positioning themesShare team research, market observations and investment themes across the United States and Israel.
Explore community content04 / PRIVATE WEALTH PROGRAM
Private Wealth
Program.
A six-month dedicated experience for investors who meet the criteria
A considered
future.
future.
Eligibility · Investable assets500KUSD+
Application window6–8weeks
Dedicated access6month experience
Apply during the 6–8 week program window. Eligibility and service arrangements are confirmed by the team.
EXCLUSIVE MEMBER BENEFITSFrom global allocation to family legacy,
Apply to the program
From global allocation to family legacy,
centered on your long-term goals.
Apply to the program - Wealth planning consultation
- Asset allocation analysis
- Risk assessment
- Global investment opportunity research
- Family legacy planning
- Tax and cross-border planning coordination
VIP services · Monthly
One-to-one advisor meetingPortfolio analysis reportMacro strategy briefingExpert roundtable
05 / ADVISORY TEAM
Experience builds trust. Expertise responds to need..
Advisory team
Raymond James · Israel Group
01
Ariel Urban
Client Service Associate
Ariel Urban joined Raymond James in 2021 as a client service associate. With more than a decade of client management experience, she focuses on strong relationships and excellent service. Organized and efficient, Ariel supports advisors with daily account operations and client requests. On the online team, she helps collect investor trading data, distribute strategy updates and provide relevant operational guidance for different investor circumstances.
02
Larry Adam
Chief Investment Officer, Private Client Group
Larry Adam joined Raymond James in 2018 as Chief Investment Officer for the Private Client Group. Previously, he was a managing director at Deutsche Bank Private Wealth Management and served as both Chief Investment Officer for the Americas and Global Chief Investment Strategist. He has appeared on CNBC and Bloomberg and has been cited by publications including The Wall Street Journal and Barron’s.
03
Yoni Marom
Wealth and Portfolio Manager
Yoni is an experienced wealth and portfolio manager known for creativity, responsiveness and treating every client like family. Beyond portfolio management, he guides clients through changing tax environments and develops financial and global equity strategies designed to improve tax efficiency and manage risk. His current focus is sophisticated multigenerational planning and capital-markets strategies for high-net-worth investors in the United States and Israel.
THE FUTURE IS A SHARED PROJECT
Your vote matters.
Help us build the investment center of the future, connecting Israel and Wall Street.
Join the founding investor community.