At Maimon Wealth, we are passionate about positioning our clients to meet their financial objectives.
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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:
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Substantive
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Objective
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Forthright
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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.
Founder
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.
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Ben is a licensed Portfolio Manager, with a BS in Accounting from Yeshiva University, and an MBA in International Finance from New York University.
Portfolio Manager and Advisor
Aaron Zimmerman
Originally from Chicago, Aaron has been a part of Maimon Wealth since 2016, starting as a student intern and currently serving as an associate. Working alongside Ben, Aaron is integrally involved in the firm’s investment process and in addressing the financial and investment planning needs of our clients.
Prior to joining Maimon Wealth, Aaron worked as a senior consultant in Transfer Pricing at KPMG Tel Aviv, where he applied economic data and modeling to advise multinational corporations on transfer pricing policies and implementation. Aaron also has project management experience working under the COO/CFO of a growing telemedicine startup.
Aaron is a licensed Portfolio Manager with the Israel Securities Authority, with an M.A. in Financial Economics from Reichman University (formally IDC Herzliya), and a B.A in Economics and Business Management from Bar Ilan University.