Yuval Ezer

Yuval Ezer serves as a Portfolio Manager at Foster Victor Wealth Advisors, LLC, where he is an integral member of the Investment Team, actively managing various equity strategies and conducting research to support portfolio construction for the firm's clients. He is based in Charlotte, NC and focuses on developing and implementing customized investment solutions for successful families, entrepreneurs, and professionals, with an emphasis on public equities and multi-asset investment portfolios.

Previously, Yuval was Senior Portfolio Manager at Wealth Enhancement Group, where he oversaw portfolio allocation and implemented investment strategies across diverse asset classes for high-net-worth individuals. Prior to that, he led fundamental research efforts as Director of Fundamental Research at North American Management Corporation, focusing on equity security selection and sector analysis. His investment expertise spans U.S. and international equities, fixed income, and alternative assets, with particular attention to asset allocation and risk management.

Yuval holds an MBA in Finance from Brandeis University’s International Business School, a BA/MA in Economics & Finance from Brandeis University, and a Bachelor’s degree in Finance from the University of Connecticut. He is a CFA® charterholder, bringing advanced analytical skills and a rigorous, research-driven approach to investment management across equity and multi-asset strategies.