Meet Our Private Banking Team

We’re a relationship-driven boutique bank that believes in providing you the personal service and attention you deserve. Our bankers are your trusted advisors and partners.

Ian Bernstein

Head of Private Banking

Alex Klein

Head of International Private Banking

International Private Banking Team - Southeast Region

Nicolas Bogdanowicz

Deputy Head, International Private Banking

Varda Tal

Team Leader, International Private Banking

Alan Blacharz

Relationship Manager

Brenda Carey

Relationship Manager

Rosalie Costa

Business Development

Jaime Dashevschi

Relationship Manager

Berta Epelbaum

Relationship Manager

Alejandro Feldman

Relationship Manager

Iris Gallego

Relationship Manager

Javier Levy

Relationship Manager

Jenny Navas

Relationship Manager

Cynthia Perelman

Relationship Manager

Julia Perez-Cano

Relationship Manager

Matthew Pohl

Relationship Manager

Andre Roitman

Relationship Manager

International Private Banking Team - Northeast Region

Dan Sebbah

Team Leader, International Private Banking

Ana Alexander

Relationship Manager

Shelley Poniachek

Relationship Manager

U.S. Private Banking Team - Northeast Region

Michael Zaremsky

Regional Head

David Chesir

Relationship Manager

Ayelet Kindler

Relationship Manager

Chagit Raskin

Relationship Manager

U.S. Private Banking Team - Southeast Region

Zvika Feldman

Relationship Manager

U.S. Private Banking Team - West Region

Michael Lane Fields

Relationship Manager

Leon Medved

Relationship Manager

U.S. Private Banking Team - Central Region

Marc Pershan

​Relationship Manager​

You can check their background and experience with the BrokerCheck by FINRA.