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NYC Gazette

Wednesday, February 5, 2025

Or Pikary: From taxation expert to trusted wealth advisor

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Rabbi Dr. Ari Berman, President and Rosh Yeshiva | Yeshiva University

Rabbi Dr. Ari Berman, President and Rosh Yeshiva | Yeshiva University

Or Pikary, a wealth advisor at Mariner in Los Angeles, has dedicated his career to helping clients achieve their financial goals. He acts as a personal CFO for his clients, providing guidance on significant financial decisions. Pikary's path to success began at the Sy Syms School of Business, where he completed both a Bachelor of Science and a Master of Science in Accounting by 2012.

During his time at Yeshiva University, Pikary was not only focused on academics but also took on leadership roles such as Senior Class President and accounting tutor. Reflecting on his experience, he stated, “I truly believe that the Yeshiva University/Sy Syms School of Business experience is one that can’t be duplicated anywhere else."

Pikary initially pursued a career in taxation but eventually shifted to wealth management. This transition was influenced by his desire to apply tax planning within the broader context of wealth advisory services. He noted, “I transitioned from taxation to wealth management after coming to the realization that while I enjoy the complexity and challenges that come with tax, I can more effectively unlock financial benefits through forward-looking thoughtful tax planning in the wealth advisory field.”

Beyond his professional work, Pikary remains involved with community organizations like the Los Angeles Jewish Federation and the Jewish National Fund. He also contributes to the AICPA’s Personal Financial Specialist credential committee.

Pikary's story underscores how education at Sy Syms shapes careers and personal development. His journey serves as an inspiration for current students and alumni to strive for excellence and contribute meaningfully to their communities.

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