Avi joined Glass Jacobson in December 2015 as its compliance officer and is focused primarily on implementing the firm’s compliance program.
Avi came to Glass Jacobson from J.P. Morgan Chase where he was an anti-money laundering compliance analyst responsible for money laundering investigations in its clients’ business accounts.
Avi received his rabbinic ordination from Tomchie Timimim Lubavitz (2009), and a master of arts degree in criminal justice from Sacred Heart University (2011). Avi holds the certified anti-money laundering (CAMS) and certified fraud examiner (CFE) designations. He is also a dispute resolution arbitrator on the FINRA network and holds the FINRA registration for uniform advisor representative. In addition, Avi recently completed the investment advisor certified compliance professional(IACCP®) program.