A visionary leader, Ira is a Co-Founder and Managing Director of Beverly Hills Private Wealth, a boutique advisory firm known for its expertise in investments, trusts, and estate advisory services. He employs a collaborative, client-centered approach to develop customized financial strategies that optimize balance sheets, deliver thoughtful investment advice, and support trust and trustee needs. His dedication to fiduciary excellence and personalized service has positioned him as a trusted confidant to a select clientele of high-net-worth individuals, families, and institutions, ensuring their legacies are preserved and their financial goals achieved with precision and foresight.
With a distinguished 26-year tenure in the financial services industry, Ira has cultivated enduring client relationships and previously held senior roles at two of the world’s most respected global wealth management institutions. A native of Beachwood, Ohio, he earned a bachelor’s degree in finance from the W. P. Carey School of Business at Arizona State University. He holds the Certified Investment Management Analyst® (CIMA®) and Accredited Investment Fiduciary® (AIF®) designations, reflecting his commitment to the highest professional standards and investment expertise.
Driven by a passion for knowledge, Ira remains deeply engaged with the markets through advanced research and financial analysis. His ability to navigate complex global markets with insight and agility has solidified his reputation as a valued advisor and partner.
Outside of work, Ira prioritizes time with his wife, Becky, and their two young sons, Eli and Liam, in West Los Angeles. As passionate travelers, Ira and Becky enjoy exploring the world’s most breathtaking destinations—especially beaches. A dedicated sports fan and formidable tennis player, Ira is a devoted viewer of NFL RedZone and a regular at the Riviera Tennis Club in Pacific Palisades, where he formerly served as chairman of the advisory board.