Almog Olshtein

Background

About Almog Olshtein

I work with clients to create a more direct path toward their life goals, helping them manage their wealth with greater purpose and effectiveness. I'm a Financial Advisor with KM & Associates, a distinguished wealth management team at Merrill. I work with an accomplished clientele, helping them discern their options, analyze their possibilities, and advance a more thoughtful approach to their aspirations. My team and I have extensive experience navigating the complexities of significant wealth. Clients from diverse paths seek our assistance, including hedge fund and private equity principals, C-suite executives, entrepreneurs, entertainers, and athletes. WHAT IS IMPORTANT TO ME: • People are my priority. I love meeting new people and finding out about their interests and backgrounds. • Hard work comes naturally to me. A former international swimmer, I have long understood the connection between effort and results. • I have a teacher's mindset. I enjoy helping people unwind the intricacies of their financial lives, allowing them to gain greater confidence. • Analytical by nature, I invest significant time and thought in an effort to optimize each client's situation. • I believe in doing things right the first time, holding high standards for myself and my team. MY BACKGROUND: • Israeli national swimming champion - 50m freestyle event at Israel's 2011 national championship. • Served for three years in Intelligence Unit 8200 of the Israeli Defense Force. • Graduate of Northwestern University. Captain of the men's varsity swim team. • Former Business Development Analyst with AQR Capital Management, a leading quantitative asset management firm. OUTSIDE THE OFFICE: My wife Lauren and I love to swim, play beach volleyball and pickleball, and barbecue. Reach out to me to trade ideas about great places to visit in Southern Florida or in Israel. REACH ME DIRECTLY:(561) 647-1070 almog.olshtein@ml.com