Our founder
International Financial Advisor
Anatoly Iofe, CPWA®, CEPA®
Anatoly Iofe is a Private Wealth Architect and Strategic Problem Solver with over 25 years of experience guiding founders, global families, and senior executives through complex financial transitions.
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Before founding IceBridge Financial, Anatoly spent over 18 years in investment banking and global markets at UBS, Deutsche Bank, and Merrill Lynch—and later served clients directly as a Private Wealth Advisor at UBS Wealth Management.
Over the course of his career, he has structured and executed over $20 billion in global financial transactions.
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Today, he helps clients simplify complexity, protect capital, and build legacies across borders and generations. His approach is clear, conflict-free, and grounded in real-world expertise—not institutional agendas.
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Anatoly holds the CPWA®, CEPA®, CDAA®, and DACFP® designations, and completed the Algorithmic Trading program at Oxford University. He is also an official member of the Forbes Finance Council.
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He earned an MBA from the University of Florida and began his professional journey studying hospitality and management at the Leningrad College of Culinary Arts. Anatoly is fluent in English and Russian.
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He leads IceBridge Financial as a modern, independent wealth advisory boutique—free from institutional conflicts and built to serve globally mobile clients with discretion, clarity, and care.
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