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Zvika F
Series 66
Aventura, FL
1818 Private Client Group, LLC
Zvika Feldman is a financial advisor with 19 years of industry experience, currently affiliated with 1818 Private Client Group, LLC. He holds a Series 66 designation and previously worked for Bank Leumi USA and Leumi Investment Services for 14 years. In addition to his advisory role, Feldman is involved as a business developer for Ari Financial Group, an insurance agency. 1818 Private Client Group, LLC is an SEC-registered firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management. The firm manages approximately $115 million across 22 client relationships and utilizes a range of investment strategies including derivatives and currency hedging, tailored to each client’s risk profile.
Bilay O
Series 66
Aventura, FL
1818 Private Client Group, LLC
Bilay Ozgun is a financial advisor at 1818 Private Client Group, LLC in Aventura, FL, holding a Series 66 license with three years of industry experience. His prior experience includes roles at Miura Investment Advisors, Israel Discount Bank of New York, and Bank Leumi USA. Ozgun maintains active real estate sales associate and mortgage loan originator licenses, though he does not currently engage in these activities. 1818 Private Client Group, LLC is an SEC-registered advisory firm serving high-net-worth individuals through discretionary and non-discretionary portfolio management and assets-under-advisement services. The firm employs fundamental, quantitative, technical, and portfolio-construction techniques, with a notable focus on derivative strategies and tailored currency hedging consistent with client investment policy statements.
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