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    Ron Leibovici

    Private Wealth Advisor at Union Private Bank

    Ron Leibovici is a Private Wealth Advisor at Union Private Bank, where he focuses on developing and implementing wealth management strategies tailored for high-net-worth individuals. He has a background in estate planning, income tax strategies, and portfolio management, which allows him to provide comprehensive financial advice to his clients.

    Professional Background

    • Current Position: Private Wealth Advisor at Union Private Bank.
    • Previous Experience: He previously worked at U.S. Bank Private Wealth Management, where he specialized in high-net-worth portfolio management and trust services.143
    • Education: Ron holds a Bachelor's Degree in Business Economics from the University of California.

    Skills and Expertise

    • Wealth Management: Leibovici is adept at creating sound wealth management strategies that align with clients' financial goals.
    • Financial Planning: His expertise includes estate planning and tax strategies, ensuring that clients are well-prepared for their financial futures.45

    Location

    Ron Leibovici is based in Los Angeles, California, and serves clients in the surrounding areas.35

    His LinkedIn profile can be found under the username ron-leibovici-b0b80612, where he shares insights and updates related to wealth management and financial planning.2

    Highlights

    [PDF] Ron Leibovici - SEC.gov
    Feb 11 · prnewswire.com
    Ron Leibovici Joins Union Bank as Private Wealth Advisor
    Ron Leibovici Joins Union Bank as Private Wealth Advisor

    Related Questions

    What specific strategies does Ron Leibovici use for high net worth portfolio management?
    How has Ron Leibovici's experience at U.S. Bank influenced his approach at Union Private Bank?
    What are some common financial challenges Ron Leibovici helps clients overcome?
    How does Ron Leibovici assist clients with estate planning and income tax strategies?
    What makes Ron Leibovici's wealth management approach unique compared to other advisors?
    Ron Leibovici
    Ron Leibovici, photo 1
    Ron Leibovici, photo 2
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    Location

    Los Angeles, California, United States