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Yuval Ezer | Wealth Enhancement Group

Yuval Ezer

Senior Portfolio Manager

CFA®

Yuval joined Wealth Enhancement Group through the North American Management merger in 2021. Yuval has over 10 years of experience in equity research and portfolio management. In his role, he is responsible for bottom-up fundamental analysis of equities across sectors and industries as well as managing and contributing ideas to clients' strategies across dividend income and large-capitalization US growth portfolios. Prior to his role at North American Management, he worked as a financial analyst in the corporate finance division of Alere, a provider of point-of-care diagnostics and services. As a native of Israel, he spent three years serving in the Israeli Defense Forces as a sergeant ensuring operation and distribution of ammunition and weapon systems and optimizing his unit's budget. Yuval is a member of the Boston Security Analysts Society. When he’s not working, Yuval enjoys time with his family, playing and coaching soccer, running, and reading.

  • BA, Brandeis University
  • MA, Brandeis University
  • MBA, Brandeis University
  • Chartered Financial Analyst®

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