Raphael Blumenthal
Private Wealth Management Intern @UBS
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WORK HISTORY
Private Wealth Management Intern @UBS
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
Yeshiva University
Bachelor's degree
Mayanot Institute of Jewish Studies
Jewish Studies and Talmudic Law
ABOUT RAPHAEL BLUMENTHAL
Innovator. Entrepreneur. Architect of tomorrow’s markets.
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