Ittai Dvir, CFP®

Ittai Dvir joined Plotkin Financial Advisors, LLC, in spring 2009. With an honor’s degree in finance from Towson University, Ittai began his career in the financial industry with E*Trade Global Asset Management where he rapidly advanced to the position of junior portfolio manager. There, he worked as part of a small team that managed a $15 billion fixed income portfolio for the bank. In this position, Ittai gained invaluable knowledge of fixed income instruments and extensive experience in asset management and risk mitigation. After four years with E*Trade, Ittai chose to build on his experiences and adapt his career path to pursue his passion of managing assets for individuals rather than institutions.

Prior to embarking on his academic career and working in the financial industry, Ittai served in the Israeli military. As a staff sergeant in the Special Forces, Ittai commanded a team of twelve soldiers in both military operations and training. Consequent to his military experience and due to his demonstrated leadership skills, Ittai was selected to join the Israeli Security Agency as an Operations Officer. Ittai was responsible for airport, airline, and diplomatic security, working in conjunction with local security agencies and as a personal bodyguard.

An avid traveler, Ittai traveled to over 30 countries and visited six continents during his time in the army, security service and personal life. He also loves photography, playing tennis and recently picked up a new hobby – golf.

If you would like to contact Ittai, please call 301.907.9790 or send him an email at


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