Montefiore Society


The mission of the Montefiore Society is develop a sense of camaraderie among Jewish accountants, stock brokers, bankers, financial planners and advisors, insurance brokers, investment consultants, wealth management advisors and others in financial services across Tampa Bay through education and leadership, while working together to enhance the quality of Jewish life in our local community, nation and across the globe.


Moses Montefiore retired from banking in 1824 at the age of 40 and devoted his time and resources to community and civic affair assisting Jews in distress across the world.


His early activities on behalf of the Jews in Israel included a plan to acquire land to help Jews become self-sufficient, as well as attempting to bring industry to the country by introducing a printing press and a textile factory. He inspired the founding of several agricultural settlements as well as Yemin Moshe outside of Jerusalem’s Old City which was named after him.


Moses liberated Syrian Jews from prison. He traveled to Rome, Russia, Morocco and Romania on missions to save individuals from oppression. Montefiore didn’t only fight for human rights of the Jewish people, he fought for the equality of all minorities and especially for the abolition of slavery.


This vibrant and rich history of strategic action lays the groundwork for the name of our society, and it is our hope that as a community, we live up to the example of Montefiore’s vision, acumen and commitment to tikkun olam (repairing the world).


The only requisite for Montefiore Society membership is a minimum pledge of $1,000 to the annual campaign, payable any time during the campaign year.


For further information, contact Alissa Fischel, Chief Development Officer, at 813-545-5471 or