Dr. Joel Levy, born in 1970, joined Sonnenberg Wealth Management as a partner in 2019.
In 2001, Dr. Levy started his private banking career and worked for Citigroup, Credit Suisse Group, Coutts and UBP, where he held a managing director position and desk head in private banking. Prior to that he was a corporate and venture capital lawyer.
Dr. Levy is a seasoned banker with a demonstrated history in servicing clients and their family’s needs, especially wealth preservation, portfolio and asset management, as well as family governance and succession planning.
Dr. Levy is a First Class Honours graduate from the University of Wales, Cardiff, where he read law and also earned a PhD in international trade.
He is fluent in English and Hebrew.