Raphael Blumenthal

Private Wealth Management Intern @UBS

New York, NY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Private Wealth Management Intern @UBS

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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

2018 — 2022

Yavneh Academy of Dallas

Jewish, Learning Jewish topics

N/A

Yeshiva University

Bachelor's degree

N/A

Mayanot Institute of Jewish Studies

Jewish Studies and Talmudic Law

ABOUT RAPHAEL BLUMENTHAL

Innovator. Entrepreneur. Architect of tomorrow’s markets.

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