Raphael Blumenthal

Innovator. Entrepreneur. Architect of tomorrow’s markets.

Role
Private Wealth Management Intern at UBS
Location
New York, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Private Wealth Management Intern

    UBS

    Jun 2025 — Present · NY, US

    Worked with senior advisors to manage portfolios for HNW and UHNW clients • Analyzed investments, tracked market trends, and assisted with portfolio rebalancing • Gained exposure to alternative investments, including private equity, hedge funds, and structured products • Prepared market briefings and due diligence reports on macro and microeconomic trends • Took part in client discussions on tax-efficient strategies, estate planning, and long-term capital growth

Education

  • Yavneh Academy of Dallas

    Jewish, Learning Jewish topics

    2018 — 2022

  • Yeshiva University

    Bachelor's degree

  • Mayanot Institute of Jewish Studies

    Jewish Studies and Talmudic Law

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Raphael Blumenthal — Private Wealth Management Intern at UBS in New York, NY, US | Unifers