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About Maimon Wealth

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:

 

  • 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.

Founder and CEO

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Ben Maimon 

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.

Senior Portfolio Manager

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Galia Felemovicius

Originally from Mexico City, Galia brings a global perspective and extensive financial expertise to Maimonwealth. She began her career at the Central Bank of Mexico in the Primary Interest Rate and Foreign Exchange offices. Following her MBA from Wharton, Galia joined Goldman Sachs’ Private Wealth Management Group, spending seven years advising ultra-affluent clients. She later honed her investment consulting skills at a Chicago-based firm before founding Foresight Wealth Advisors, a boutique investment advisory firm that provides wealth management and guidance to high net worth individuals and families, based in Chicago. 

Galia works to ensure that her clients understand their investments and the behavior of their portfolios in both a good market environment and, more importantly, a challenging market environment. She is driven to distill complex financial issues into manageable strategies that support her clients’ values and goals.
 

Galia resides in Modi’in with her husband and four children.

Portfolio Manager

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Aaron Zimmerman

Originally from Chicago, Aaron has been a dedicated member of Maimon Wealth since 2016, beginning as a student intern and advancing to his current role. Working closely with senior leadership, Aaron plays a key role in the firm's investment processes, and addressing the often complex financial planning needs of clients. 

Before joining Maimon Wealth, Aaron served 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. His background also includes project management experience with a fast-growing telemedicine startup, where he worked directly with the COO/CFO.  

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Aaron is a licensed Portfolio Manager with the Israel Securities Authority. He holds an M.A. in Financial Economics from Reichman University (formerly IDC Herzliya) and a B.A. in Economics and Business Management from Bar Ilan University.

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Let’s Talk!

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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 leave your information and we will  follow up.

Phone
Israel  

+972 9-951-8118

Phone  
US

+1-212-444-1578

Email
Address

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