Shlomi Yedid
UBS Managing Director Shlomi Yedid takes a broad-based and holistic approach to wealth management as he helps individuals and families achieve their long-term financial goals. Shlomi is Israeli-born and fluent in Hebrew. His team is accredited in Israel, and he travels there several times a year to visit clients. He earned his B.A. and M.B.A. from the University of New South Wales in Sydney, Australia. Shlomi worked as an Equity Research Analyst at Bear Stearns and Lehman Brothers and as an Investment Banker at Societe Generale prior to moving into wealth management at Merrill Lynch and later at Barclays. He joined UBS as a Senior Portfolio Manager and Senior Vice President of Wealth Management in June of 2015