Ari Bergmann

Rabbi Dr. Ari Bergmann is Penso’s Advisors’ Founder, Managing Principal and CIO. He leads the firm’s investment committee and advises clients on systemic macro risks, derivatives trading and opportunities as well as financial structuring.

Rabbi Dr. Bergmann was the pioneer who created and implemented the first swaps on hedge funds. He started his career at Bankers Trust in 1989, when he joined the U.S. Interest Rate Derivatives trading desk, and managed this unit during 1992 and 1993. During this period, he was active in the development of structured notes, index-amortizing swaps, time swaps, binary options and other derivative products.

Rabbi Dr. Bergmann holds a Bachelors in Talmudic Law from Ner Yisroel Rabbinical College as well as a Masters in Liberal Studies and a Ph.D. in Comparative Religion, both from Columbia University.  He is a much sought-after Torah lecturer and acknowledged as an “iluy” or “genius” by many prominent Gedolei Yisroel.

Listen to Rabbi Bergmann’s shiurim on his website and on You can also subscribe to his podcast here.

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