Itzik Nassy, CFP®, CIMA®

Itzik Nassy, CFP®, CIMA®, has a diverse work experience in the financial industry. Itzik is currently working as a Vice President at CBRE, where they specialize in mid-market and private capital lending opportunities across various sectors. Prior to joining CBRE, Itzik worked as a Director at Novo Capital Partners, Inc. In this role, they focused on financial analysis and investment strategies. Before that, they served as a First Vice President at Israel Discount Bank. Itzik also gained valuable experience at First Republic Private Wealth Management, where they held various roles, including Director, Associate Director, Senior Associate, and Associate. During their tenure with First Republic, they were responsible for providing financial analysis, developing proposed solutions, and creating customized marketing presentations for clients. Before joining First Republic, Itzik worked as a Financial Advisor at Merrill Lynch and Morgan Stanley Wealth Management. Itzik started their career as a Sales Associate Intern at Morgan Stanley Smith Barney, where they assisted with daily operations and client requests. Itzik's experience demonstrates their expertise in financial analysis, investment management, and client service.

Itzik Nassy, CFP®, CIMA®, completed their Bachelor of Science (B.S.) degree in Finance at Yeshiva University from 2005 to 2008. In 2016, they attended The Wharton School for further education; however, specific details about the degree or field of study obtained are not available. In terms of additional certifications, Itzik Nassy obtained the Certified Financial Planner (CFP) designation in July 2015 from the CFP Board. Itzik also holds the Certified Investment Management Analyst (CIMA) designation, but the specific institution and year of obtaining it are not provided. Itzik Nassy has additional certifications as a Personal Financial Planner from UCLA, as well as the Series 66 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA).