Ian Nessim Bernstein
Chief Executive Officer at Leumi Investment Services, Inc.
Profile
Mr. Ian N.
Bernstein is President & Chief Executive Officer at Leumi Investment Services, Inc. and President & Chief Executive Officer at Leumi Investment Services, Inc. (Broker).
He has more than 30 years of experience in the financial services industry in areas such as capital markets sales and trading, risk, funding, marketing, regulatory compliance and technology.
Mr. Bernstein served in various management roles at Morgan Stanley, most recently as Managing Director for the Wealth Management Capital Markets division.
He earned a bachelor’s degree in politics, economics and law from the University of Buckingham in the United Kingdom and his MBA in finance from New York University.
Ian Nessim Bernstein active positions
| Companies | Position | Start |
|---|---|---|
Leumi Investment Services, Inc.
 Leumi Investment Services, Inc. Investment ManagersFinance Leumi Investment Services, Inc. (LISI) is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Bank Leumi USA (BLUSA), and BLUSA is a subsidiary of Bank Leumi le-Israel Corp., a New York bank holding company which, in turn, is owned by Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. LISI offers various investment advisory programs to individuals, high net worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trust programs, estates and other US and international institutions. | Chief Executive Officer | - |
Leumi Investment Services, Inc. (Broker)
 Leumi Investment Services, Inc. (Broker) Investment Banks/BrokersFinance Leumi Investment Services, Inc. is a brokerage firm based in New York, NY and is part of Bank Leumi USA. The company provides timely access to high-quality information and advice to help clients navigate the challenges they face. Bank Leumi understands the importance of being available to clients and offers access to experts and valuable resources. The company believes in the power of the Leumi community to weather any storm and is committed to helping clients in every way possible. The CEO of the company is Ian Nessim Bernstein. | Chief Executive Officer | - |
Training of Ian Nessim Bernstein
| University of Buckingham | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Leumi Investment Services, Inc.
Leumi Investment Services, Inc. Investment ManagersFinance Leumi Investment Services, Inc. (LISI) is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Bank Leumi USA (BLUSA), and BLUSA is a subsidiary of Bank Leumi le-Israel Corp., a New York bank holding company which, in turn, is owned by Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. LISI offers various investment advisory programs to individuals, high net worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trust programs, estates and other US and international institutions. | Finance |
Leumi Investment Services, Inc. (Broker)
Leumi Investment Services, Inc. (Broker) Investment Banks/BrokersFinance Leumi Investment Services, Inc. is a brokerage firm based in New York, NY and is part of Bank Leumi USA. The company provides timely access to high-quality information and advice to help clients navigate the challenges they face. Bank Leumi understands the importance of being available to clients and offers access to experts and valuable resources. The company believes in the power of the Leumi community to weather any storm and is committed to helping clients in every way possible. The CEO of the company is Ian Nessim Bernstein. | Finance |
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