Financial Planning for Small Businesses

Brian serves as Bank Leumi USA’s Planning and Insurance Manager and has over 14 years of experience with investment management, tax planning, estate planning, and retirement planning. Why financial planning becomes even more important for small businesses in a bear market How to build an investment portfolio specific to your business goals Human behavior and … Read more

Lender’s Perspective on Managing your Balance Sheet During a Crisis

Jeff Steigelman is Leumi’s Chicago Market President and manages the continued growth of the region’s business and the expansion of its commercial and industrial (C&I) loan and commercial real estate (CRE) practices. Jeff has more than 20 years of commercial banking experience in the Chicago area. He holds a B.A. from Webster University.

Global Economic Perspective From Israel: Where do we go from here?

Led by Gil Bufman, Bank Leumi Israel Chief Economist Gil has served as Bank Leumi Israel Chief Economist since 2001. Gil has a lifetime of experience in Economics, having held senior positions at Bank Leumi, Bank of Israel, as well as the Ministry of Finance in Israel. He holds a Ph.D. from Tel Aviv University.