Yuval Ezer, CFA

Yuval is a Portfolio Manager at Foster Victor, where he is an integral part of the Investment Team, managing various equity strategies and researching investment opportunities. With over 15 years of experience in equity research and portfolio management, Yuval brings a wealth of knowledge to the role.

Prior to joining Foster Victor, Yuval managed and contributed ideas to clients’ strategies across dividend, income, and large-capitalization US growth portfolios, built out equity investment architecture, and established a formal research and investment process. As a native of Israel, he also spent three years serving in the Israeli Defense Forces as a sergeant ensuring operation and distribution of assets and optimizing his unit’s budget.

Yuval is a CFA Charterholder and a member of the CFA Society North Carolina. He earned his B.A. in Economics and Business from Brandeis University and has Master’s degree in International Economics and Finance and MBA from Brandeis University International Business School.

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