Yuval has twenty-plus years of experience in advising clients on a wide variety of portfolio solutions. Formerly, Yuval worked for Presidio Wealth Management LLC as an Investment Advisor and Vice President. Prior to Presidio, Yuval was both Head of the Foreign Securities Department and Head of Trading with Bank Hapoalim B.M., Israel's largest bank. Yuval advised their largest high net worth clients and institutional clients. Yuval graduated from Baruch College in New York, NY. Yuval lives in San Francisco and has three children.