433 Plaza Real Suite 275, Boca Raton, FL 33432
IceBridge Financial Group is a concierge-style multi-family office, specializing on serving global needs of some of the most successful families and businesses. We're a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA) based in the heart of South Florida, Boca Raton. We're completely independent from any bank, broker dealer, or insurance company, and serve our globally based clients as fiduciaries, without conflicts of interest that may arise from the sale of proprietary products.
Our knowledge is not bounded by geography. We’ve been advising our clients on various financial solutions across multiple geographies across three continents, and have a solid understanding of the value and global market trends.
I have over 22 years of experience solving complex financial objectives for some of the most prominent global families, businesses, and governments. During his tenure in the financial services industry, Anatoly has successfully structured and executed over USD 20 billion worth of financial transactions, globally.
Prior to creating IceBridge Financial, Anatoly was the Head EMEA and US Dedicated Desk @ UBS Global Wealth Management, concentrating on helping his globally based clients with investments, financing, and risk management.
Earlier in his career, he worked at UBS Investment Bank in London, UK, as Managing Director, Head of Emerging Markets Financing, based in London and Zurich.
Before UBS, Anatoly held various senior roles at Merrill Lynch, Deutsche Bank, National Bank TRUST, Bank of America and Wells Fargo Bank.
Anatoly graduated from Leningrad Restaurant Management & Culinary Arts College, and holds a Master of Business Administration from University of Florida. Anatoly speaks English and Russian.
Anatoly holds CPWA®, CEPA®, CDAA® and DACFP® designations