At Maimon Wealth, we are passionate about positioning our clients to meet their financial objectives.

Based on over 25 years of experience advising clients, we have developed clear methodologies on how to best structure and deliver customized wealth management services.

 

Our values encompass communication and services that are:

 

  • Substantive

  • Objective

  • Forthright

  • Transparent

 

Our services are built on a foundation of disciplined and evidence-based guidance, designed to provide our clients with the confidence to focus on that which brings them the greatest joy and fulfillment. Investment advises and portfolio management services are provided by Maimon Wealth Management Ltd, a licensed Portfolio Management Company.

Our Team

Ben Maimon - Founder and CEO

Ben began his career as an accountant and valuation consultant with Deloitte, where he developed a broad range of advisory and valuation skills. Ben then spent the next 12 years involved in analyzing securities and managing portfolios at leading US equity managers, including Oppenheimer Capital and Greenhaven Associates. 

Ben moved to Israel in 2005 and joined Analyst IMS, a leading Israeli investment management firm.

There, he led the firm's international investment effort. From 2011-2015, Ben served as a Managing Director at KCPS Clarity PWM where he was a member of the firm’s investment and management committees. Since coming to Israel, Ben has worked extensively with Americans and other expats, with special attention to their often complex, cross-jurisdictional considerations. Ben lives in Ra’anana with his wife and four children.

Ben is a licensed Portfolio Manager, with a BS in Accounting from Yeshiva University, and an MBA in International Finance from New York University.

Aaron Frolich - Senior Investment Analyst

Prior to joining MaimonWealth, Aaron served as a Senior Investment Manager at Clarity Capital, a global asset management firm based in Tel Aviv. Aaron managed over $200 mil across a variety of asset-classes on behalf of private and institutional clients. He also served on the firm’s investment committee.   

Aaron has also held positions at KPMG Advisory Services, Grant Thornton Consulting, and First RealFund Israel. Aaron received his BA in business administration from the Raphael Recanati International school and holds a portfolio management license from the Israeli Securities Authority (currently inactive). Aaron resides in Giv'at Shmuel with his wife and three daughters.

 

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please be in touch.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please be in touch.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address