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Iskowitz based Ezra Group 19 years in the past. He and the agency publish articles, blogs, podcasts and newsletters about know-how points affecting wealth administration corporations, monetary companies organizations, know-how distributors and monetary advisors.
“I’m actually excited to contribute a few of the experience and data that I’ve gained alongside the journey to the various shoppers of Ezra Group as they construct the subsequent technology of wealth administration and wealthtech companies,” Klein mentioned in an announcement. “I’ve lengthy been a fan of the work that Craig has contributed to our career, and I stay up for supporting the agency’s shoppers on some nice tasks.”
Pictured: Aaron Klein
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