Yoel Bank

Yoel Bank is a Partner at LM Advisors, LLC in San Diego, California, where he leads comprehensive wealth management and investment advisory services for high-net-worth individuals, insurance companies, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. His core responsibilities include developing custom portfolio strategies, managing client relationships, and providing personalized investment advice to address complex financial needs.

Bank’s experience spans over a decade in the investment sector, including prior management roles at Bain & Company as Principal and Manager, where he focused on strategic consulting and operational improvement for clients across multiple industries. At LM Advisors, he specializes in asset allocation and multi-asset portfolio construction, with a focus on serving family offices, high-net-worth individuals, institutions, and fiduciaries in the United States and Latin America. His approach emphasizes objective investment analysis, independent advice, and transparency tailored to diverse client objectives.

He holds an MBA from Stanford University Graduate School of Business and a degree in Industrial Engineering from Tecnológico de Monterrey with a specialization in logistics, materials, and supply chain management. Bank is a registered Investment Advisor Representative with a Series 65 license, recognized for his contributions to client-centric investment solutions and his leadership in the Southern California wealth management community.