+972-9-9611-300

Our Team

Working for you

Dafna Gonen
  

Dafna Gonen

CEO
Dafna Gonen
 

Dafna Gonen

CEO

Since 1991 Dafna Gonen held a variety of Operations, Development and Management positions in Pioneer International Group, mainly focusing on Pioneer Latin America and South Africa regions.

A decade ago Dafna led a new and successful initiative in Pioneer – transforming the company’s business model to a conflict free firm.

Since 2011 Dafna acts as the company’s CEO devoting her time to maintaining & developing our long term quality relationships with our clients, service providers, consultants & employees.

Born in Israel, Dafna graduated from Haifa University with a BA in English Language and History. She also studied for a Business Administration diploma from The College of Management. As a mother of four children Dafna maintains a balance between her career and her family. She is also an enthusiast runner.

Contact information
Telephone (in Israel): +972-9-9611301

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Mike Ellis
  

Mike Ellis

Director and Chief Investment Officer
Mike Ellis
 

Mike Ellis

Director and Chief Investment Officer

Mike Ellis, originally from South Africa, joined Pioneer in March 2000 after working in the Private Banking & Trust industry in the UK. At Pioneer he was the group CFO for the better part of the last decade. Today Mike serves as a director and is the CIO.

Mike is a Chartered Accountant, a CFA charter holder and received his MBA from Tel Aviv University & Kellogg Business School. Mike is also an Oxford University Alumni having participated in the Said Business School's Global Investment Risk Management Program. In addition, Mike is a licensed Portfolio manager by the Israel Securities Authority.

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Omer Galin
  

Omer Galin

Director, Co-founder and Co-Chairman
Omer Galin
 

Omer Galin

Director, Co-founder and Co-Chairman

Omer Galin holds a B.Sc. in Industrial Engineering from the Technion Academic Institute in Haifa, an MBA majoring in finance, from the Leon Recanati Business School and an MA in Security Diplomacy studies fromTel Aviv University.
Omer has held leading roles in well-known hi-tech companies including Head of Research and Development managing $500 million value projects, Director of Marketing and Product Development in Europe and the Far East, and Project Manager in an engineering consulting firm to high-tech companies in Israel, Europe, the Far East and the U.S.
Omer was one of Pioneer's founders in 1986 and succeeded in building an international organization serving clients all over the world: South Africa, Israel, the Middle East and Latin America.
As a Director in Pioneer Omer leads the company toward its strategic goals as well as sharing his time and energy to meet with clients and employees, and share with them his accumulated knowledge.

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Avi Nahum
  

Avi Nahum

Executive Director, Member of Steering Committee & Investment Committee
Avi Nahum
 

Avi Nahum

Executive Director, Member of Steering Committee & Investment Committee

Having lived in Latin America for many years, Avi Nahum has in-depth, multi-cultural experience and understanding of Latin America, North America and Israel.

Avi has been one of the first Independent Financial Planners in the group. Throughout the years he spearheaded Business Development for Latin America, and today also coaches and supports other Independent Wealth Planners in the group.

Instrumental in the group’s growth in Latin America, as well as initiating joint-venture projects with local investment institutions in several countries, Avi functions as an Executive Director and member of the group’s Steering Committee and Investment Committee.

Avi attended the MBA program on Wealth Management at Carnegie Mellon and continues his professional development through numerous prestigious investments and wealth management programs at Harvard, Stanford and University of California at Berkeley.

Contact information:
Telephone (in Israel): +972-9-9611301
Cell phone (abroad): +1-786-282-1888

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Rochelle Jarvis
  

Rochelle Jarvis

Director
Rochelle Jarvis
 

Rochelle Jarvis

Director

Rochelle Jarvis has been associated with Pioneer International Group since 1995. During this time she has held the position of Director and has managed various divisions including the financial planners teams of Pioneer's Middle East and Europe division and Pioneer's Latin America division. Rochelle recruited, trained and managed financial planners as well as conducted business development activities for the group in general.

Rochelle is also responsible for facilitating the strategic planning activities of the management team and for liaising with strategic partners of the group. Previous positions included management roles at large insurance and pension fund companies.

Rochelle holds a BA in Psychology and English, a Higher Diploma of Education, and a Postgraduate Degree in Management, all from the University of Witwatersrand, South Africa.

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Shaul Sharhabani
  

Shaul Sharhabani

Director and Senior Wealth Manager
Shaul Sharhabani
 

Shaul Sharhabani

Director and Senior Wealth Manager

Shaul Sharhabani is the Head of Pioneers Institutional Division. Among the division's clients are large companies, Kibbutzes, leading Pension Institutions, and hospitals.

Over the past 16 years Shaul served in various financial and investment roles. Since 2002 he has been offering personal, professional and high quality assistance to wealthy families and individual clients.

Shaul was the CEO of the publicly traded company Lito Offset Ziv, the CFO of Dor Berger Investment House and an accountant at Deloitte Brightman Almagor Zohar.

Shaul is a Certified Accountant and a Financial Planner licensed by the Israel Securities Authority.

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Liat Fund-Schwartz
  

Liat Fund-Schwartz

VP Compliance and Business Development
Liat Fund-Schwartz
 

Liat Fund-Schwartz

VP Compliance and Business Development

Liat Fund-Schwartz began her career at Pioneer in 2000 as the company's Human Resources and Training division. In 2004 she was promoted to the position of Sales & Business Development Manager and helped develop and grow the company's Israeli market. In 2008 she was appointed the company's VP with responsibility for Compliance and Business Development.

Liat holds a BA in psychology and an M.Sc. in Organizational Behavior from the Leon Recanati Business School in Tel Aviv University. In addition, Liat is a financial planner licensed by the Israel Securities Authority and a certified pension agent by the Ministry of Finance.

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Miriam Britz-Kohn
  

Miriam Britz-Kohn

IT and Finance Manager
Miriam Britz-Kohn
 

Miriam Britz-Kohn

IT and Finance Manager

Miriam Briz-Kohn qualified as an accountant with PWC in London in 1999 and joined the Pioneer finance team in 2004 initially in charge of the commissions department and subsequently was appointed as the IT and Finance manager in 2007.

In her role, Miriam is responsible for the global financial management of the Pioneer Group. In addition, in her IT manager capacity, Miriam is responsible for the company wide IT infrastructure and has led the development and implementation of an advanced information and reporting system which meets Pioneer’s growing and changing needs.

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Pearla Alexander-Heller
  

Pearla Alexander-Heller

Chief Operations Officer
Pearla Alexander-Heller
 

Pearla Alexander-Heller

Chief Operations Officer

Pearla Alexander-Heller hasjoined Pioneer in 1998 amd has filled various functions and roles, the most recent of which is Chief Operations Officer.

Pearla has accumulated a wealth of experience in working with international service providers including Swiss and other European banks, trust companies and fund managers, thus enabling our clients the opportunity to enjoy high quality service.

Pearla holds a B.A. in Political Science from Tel Aviv University.

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Yardena Alter
  

Yardena Alter

Marketing Manager
Yardena Alter
 

Yardena Alter

Marketing Manager

The communication and marketing arena has always been a significant part of Yardena's field, since the beginning of her professional career as the Communal TV and Communication Manager at the Community Center of Nesher (Israel).

Yardena's financial services experience is based on her 4 years at the Marketing & MarComm department of Deloitte (Israel), where she acquired a wealth of global marketing and branding knowledge. After one year as the MarComm Manager of the Israeli company American Laser, she returned to the financial services industry and is leading the strategic and tactical activities of the Pioneer International Group both in Israel and abroad since 2011.

Yardena holds a BA in Communications from Yezreel Valley College and a M.Sc. in Organizational Behavior from Tel Aviv University. In addition, she is one of the first graduates in Israel of the CFA Institute Claritas program.

Contact information
Office (Israel): +972-9-9611-334

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Aaron Djanogly
  

Aaron Djanogly

Senior Wealth Manager
Aaron Djanogly
 

Aaron Djanogly

Senior Wealth Manager

Aaron Djanogly, married +4, joined Pioneer in 2017.

Originally from London, Aaron started his career in the Private Client department at Deloitte before transferring to HSBC Private Bank where he worked for 5 years in London and following his Aliyah to Tel Aviv. For the last two years, he was responsible for English speaking clients at Edmond de Rothschild in Israel.

Aaron has extensive experience working with clients from South Africa, England and Canada and he specializes in assisting 'Olim Chadashim' (new immigrants to Israel) with their investment needs.

Aaron holds a Bsc with Honors in Investment and Finance from the Cass Business School in London and in the UK, holds the CFA's Investment Management Certificate (Level 4) and the Investment Advice Diploma Derivatives Qualification. In addition, Aaron is a licensed Portfolio Manager with by the Israeli Securities Authority.

Aaron can be contacted on +972-9-9611331

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Amir Drori
  

Amir Drori

Senior Financial Strategist
Amir Drori
 

Amir Drori

Senior Financial Strategist

Amir Joined Pioneer in 2010.

As a Senior Financial Strategist Amir assists HNW clients protect their financial and pension assets thus providing them financial peace of mind.

Amir Drori received his B.A. in Economics from Haifa University and his MBA from Tel Aviv University, is a licensed Financial Planner by the Israel Securities Authority and a certified Pension Insurance Agent by the Ministry of Finance.

Contact information
Telephone (in Israel): +972-9-9611381
Cell (in Israel): +972-50-7859777

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Arnaud Schupf
  

Arnaud Schupf

Senior Wealth Manager, Head of the French desk
Arnaud Schupf
 

Arnaud Schupf

Senior Wealth Manager, Head of the French desk

Arnaud Schupf, Originally from France, holds an MA with honors in Economics and Finance, from the University of Evry Val d'Essonne, France.

After immigrating to Israel and due to his proficiency in Hebrew, French and English, Arnaud joined the Private Banking division at Bank Leumi, where he served as a Senior Relationship Manager, managing a team of investment advisors and overseeing investment portfolios with more than 2.5 billion NIS. During this time, he acquired extensive knowledge in banking, capital markets and investment consulting, and serving HNW clients.

After 11 years at Bank Leumi, Arnaud joined the Pioneer group as a Senior Wealth Manager and head of the French desk, serving French-speaking HNW clients, including new immigrants.

Arnaud emphasizes long-term relationships, personal attention, high quality service, and professional standards, while never forgetting the real interests of his clients.

Arnaud is a certified Financial Planner licensed by the Israeli Securities Authority.

Contact information
Tel.: 09-9611-361
Mobile: 058-651-9597

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Baruch Kfir
  

Baruch Kfir

Senior Wealth Manager
Baruch Kfir
 

Baruch Kfir

Senior Wealth Manager

Baruch has devoted more than 20 years to the service and financial planning to individual clients in Latin America. In 1989 he joined Pioneer International Group as an International Financial Planner. For 4 years he was the General Manager of Pioneer representation in Venezuela.
From 1993 to 2010 he had worked in the Private Banking departments of several leading banks and institutes, such as: Brazilian group Safdie representative at the Commercial Bank of NY and Multi-Commercial Bank of Geneva Switzerland in Venezuela, the Multi-Commercial Bank in London and in Switzerland, and IDB Swiss Bank as the Latin America Private Banking manager.

Since March 2010, Baruch has returned to Pioneer International Group as a Senior Wealth Manager focusing on the Latin market. Baruch serves qualified and/or international clients at Pioneer International services Ltd.

Baruch Kfir graduated in Community Social work in Haifa University.

Contact information
Telephone (in Israel): +972-9-96113365
Cell (in Israel): +972-54-6372056

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Chaim Behrman
  

Chaim Behrman

Senior Financial Planner
Chaim Behrman
 

Chaim Behrman

Senior Financial Planner

Chaim Behrman has been assisting clients with financial planning and wealth management for themselves and their families for over 15 years. He utilizes expertise in both the international and Israeli financial markets as well as vast knowledge and experience gained in managerial and professional positions he has held in finance, banking, and commerce over the last 40 years.

Chaim has a B.Sc. in Applied Mathematics and a Master in Business Administration from Tel Aviv University. He also holds the International Capital Markets accreditation from the London Securities Institute.

Chaim is a Financial Planner licensed by the Israel Securities Authority and a Pension Advisor certified by the Israeli Ministry of Finance.

Contact information:
Telephone (in Israel): +972-2-6748824

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Cheree Hadani
  

Cheree Hadani

Senior Financial Planner
Cheree Hadani
 

Cheree Hadani

Senior Financial Planner

For more than 20 years Cheree has been working as an Independent Financial Planner who specializes in Wealth Management services. In recent years, because of demand, Cheree has concentrated in providing tailored made financial solutions to the retired community.

Over the past ten years, Cheree has lectured to many groups for women empowerment on the principals of capital markets and management of money. As a result of this activity, she has run numerous women’s investment clubs. In addition, Cheree has presented workshops and seminars on the principles of successful investing to city municipalities, companies and voluntary organizations

Cheree Hadani received her B.A. in Psychology and diploma in Law from the University of Cape Town, South Africa. Admitted as an attorney to the side bar of the Cape Supreme Court, South Africa.

Cheree is a Financial Planner licensed by the Israel Securities Authorities and a certified Pension Insurance Agent by the Ministry of Finance.

Contact information:
Telephone (in Israel): +972-9-9611341
Cell (in Israel): +972-54-6861044

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Danielle Braunstein
  

Danielle Braunstein

Senior Wealth Manager
Danielle Braunstein
 

Danielle Braunstein

Senior Wealth Manager

Originally from Switzerland, Danielle started her career in Private Banking with Republic National Bank of New York in Geneva, before joining SBC Geneva (which later merged with UBS) where she was in charge of Israeli private investors during 8 years. Subsequently, she made Aliyah to Israel to establish the representative office of Union Bancaire Privee Geneva and worked there as a Senior Relations Manager before she became an independent agent. Danielle joined Pioneer Wealth Management in 2016 as a Senior Wealth Manager. 

She has over 20 years' experience in providing financial advice in the private investor's sector from various countries. Danielle has an excellent knowledge of the international financial markets. Her high inter-personal communication skills enables her to understand clients' profile and their needs, and to successfully build and maintain long-term relationships with her clients.

Danielle graduated from the Ecole d'Administration et de Direction d'entreprises (ECADE), Lausanne, Switzerland; holds a diploma of Financial Advisor for Private Investors from Swiss Bank Corp., Geneva; and is a licensed Portfolio Manager by the Israel Securities Authority.

Danielle is fluent in French, English, Hebrew and Italian.

Contact information:
Telephone (in Israel): +972-9-9611381
Cell (in Israel): +972-54-4601267

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Dan Touitou
  

Dan Touitou

Senior Financial Analyst & Wealth Manager
Dan Touitou
 

Dan Touitou

Senior Financial Analyst & Wealth Manager

Dan Touitou joined Pioneer Wealth Management in 2015 as senior financial analyst to the international team, specializing in global Fixed Income and front office tools development. In addition, Dan offers Private Wealth Management services to high-net-worth clients and families in Israel and Europe.

He began his career in 2004 at Edmond de Rothschild Multi Management as a financial analyst focused on strategies dedicated to energy, natural resources and emerging economies.

In 2006, Dan joined Credit Agricole Asset Management and worked on various operational projects with the Institutional client servicing desk. In addition, he managed a web-based trading platform project, allowing foreign exchange operations and physical delivery of currencies to Mastercard prepaid cards.

From 2010 to 2014, he worked at Bank Leumi as an Investment Advisor for the European private banking desk, and was responsible for high-net-worth clients' portfolios.

Dan holds a Bachelor’s degree in Applied Mathematics and Social Science (MASS) and a Master’s degree in Banking and Finance from University of Paris XII.

Dan passed the Autorité des Marchés Financiers (AMF) certified examination, and is a certified Portfolio Manager by the Israel Securities Authority (ISA).

Contact information:
Telephone: +972-9-9611-327
Mobile: +972-54-9806253

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Darron (Doron) Green
  

Darron (Doron) Green

Senior Financial Planner
Darron (Doron) Green
 

Darron (Doron) Green

Senior Financial Planner

Darron Green is one of Pioneer's longest serving financial planners. He joined the company in 1994, and in addition to serving high net worth private clients, he has served in various management capacities and on several investment and service design committees.

In addition to his expertise with private and corporate clients in multi-currency and multi-asset class investments in Israel and abroad, Darron is active in community affairs in his home town of Beit Shemesh.

Darron is a Business Commerce graduate of the University of the Witwatersrand (WITZ), Johannesburg, South Africa, and a Financial Planner licensed by the Israel Securities Authority.

Contact information:
Office:  +972-2-991-8222
Mobile:  +972-52-2401542

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Dov Zauberman
  

Dov Zauberman

Senior Wealth Planner
Dov Zauberman
 

Dov Zauberman

Senior Wealth Planner

Dov Zauberman joined Pioneer Wealth Management in 2015 as Senior Wealth Planner. Dov specializes in French speaking Ultra High Net Worth clients, both in Israel and in Europe.

Dov was an electro-optics High Tech engineer, but in 2009 he decided to move towards finance and joined HSBC's Private Banking team in Israel, where he acquired a wealth of experience, high standard of human and professional skills, as well as a deep understanding of the banking system and financial markets. 

Dov assists clients seeking a high quality, European-standard service. His discretion, availability and listening skills make him a trustworthy consultant to his clients. 

Dov is holds a B.Sc. in Electro Optic Engineering from Lev Institute in Jerusalem and he is also a financial planner certified by the Israel Securities Authority (ISA). 

Contact information:
Telephone (in Israel): +972-9-9611347

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Eyal Hershler
  

Eyal Hershler

Senior Financial Planner
Eyal Hershler
 

Eyal Hershler

Senior Financial Planner

Eyal Hershler has considerable experience in Financial Planning & Investments and in the past worked as a senior project manager in the Manufacturing and Real Estate industries.

Eyal holds a B.A. in Economics and Business Administration from Haifa University and an MBA from the Technion, Israel Institute of Technology.

Eyal is a Financial Planner licensed by the Israel Securities Authority and a Pension Insurance Agent certified by the Ministry of Finance.

Contact information
Telephone (in Israel): +972-9-9611320
Cell (in Israel): +972-54-4819299

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Esther Loebl
  

Esther Loebl

Senior Financial Planner
Esther Loebl
 

Esther Loebl

Senior Financial Planner

Esther Loebl is a Financial Planner licensed by the Israel Securities Authority.

Contact information:
Telephone (in Israel): +972-9611340

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Jonathan Adler
  

Jonathan Adler

Senior Financial Planner
Jonathan Adler
 

Jonathan Adler

Senior Financial Planner

Jonathan Adler has been involved in the financial services sector since 2002 and develops and delivers Financial Planning services in both the local and international markets to business owners and wealthy private individuals.

Jonathan is a charismatic individual known for his creative and innovative thinking and offers simplicity to the most complex financial planning issues.

Jonathan holds a B.A. in Marketing and Business Administration from South Africa Open University and is a Financial Planner licensed by the Israeli Securities Authorities.

Contact information:
Telephone (in Israel): +972-9-9611343
Cell (in Israel): +972-54-4316033

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Katherine Lapidoth
  

Katherine Lapidoth

Senior Financial Planner
Katherine Lapidoth
 

Katherine Lapidoth

Senior Financial Planner

Katherine Lapidoth is one of Pioneer International Group's founding Financial Planners.

Originally from Philadelphia, Pa., Katherine joined Pioneer in 1987 after working three years as Corporate Communications Manager at Scitex. She moved to Israel from Los Angeles in 1982 to open an office for Technology Training Corporation.

After joining Pioneer, Katherine soon became one of the top Financial Planners managing over 300 clients based in Israel, South Africa and Australia. At Pioneer Katherine held the following several positions: International Investment Specialist, Branch Manager in Israel, and International Client Manager in Australia and South Africa.

Katherine received her B.A. in Business Administration from Drexel University and her MBA from UCLA. In addition, Katherine is a Senior Financial Planner licensed by the Israel Securities Authority. She holds the following lisences in the US: CFP, Series 7 and Series 65. In addition Katherine is a member of STEP (Society of Trust and Estate Practitioners). Katherine also volunteers at YEDID (a community empowerment non profit organization which helps thousands of Israelis each year) and is a member of the Women's Fund raising committee for the Miami Jewish Federation.

Contact information:
Telephone (in Israel): +972-9-9611339
Cell (in Israel): +972-50-5238360

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Ketty Hadad-Budegzad
  

Ketty Hadad-Budegzad

Senior Wealth Manager
Ketty Hadad-Budegzad
 

Ketty Hadad-Budegzad

Senior Wealth Manager

Ketty Haddad-Budegzad has over  ten years of experience as a senior investment manager.

In the last years Ketty worked in Private Banking department of a leading Israeli bank  with Ultra-High Net Worth foreign residents and specialized in global capital markets.

Ketty holds a MBA from Bar-Ilan University and is a Financial Planner license by the Israeli Securities Authority.

Ketty speaks English, Hebrew and French.

Contact:
Tel.: +972-9-9611364
Mobile: +972-54-6776490

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Orly Clalic Feist
  

Orly Clalic Feist

Senior Financial Planner
Orly Clalic Feist
 

Orly Clalic Feist

Senior Financial Planner

Orly Clalic Feist has been accompanying wealthy families and assisting them in optimizing their financial assets for over a decade.

Orly was the CEO of Olympus Strategies until it was bought by Pioneer in 2009.

Orly holds a B.A. in Economics from the Academic College of Tel Aviv-Jaffa and is a Financial Planner licensed by the Israel Securities Authority and a Pension Insurance Agent certified by the Ministry of Finance

Contact information
Telephone (in Israel): +972-9-9611328
Cell (in Israel): +972-54-4949721

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Steven Feigenbaum
  

Steven Feigenbaum

Senior Financial Planner
Steven Feigenbaum
 

Steven Feigenbaum

Senior Financial Planner

Steven Feigenbaum is an experienced Financial Planner and has been providing services to a large client base, both in Israel and abroad, since 2000.

Steven has past experience as a director for a large export company, providing him with a solid business background in planning, negotiation, operations and marketing. This experience helps Steven guide his clients into making well-informed investment decisions. He provides carefully thought-out portfolios, tailor-made to each client's immediate, medium and long-term needs. Steven focuses on the clients rather than products, thus earning and maintaiing his clients' trust in him.

Steven provides high net-worth clients with added value while keeping the cautious investor happy.

Steven is a Financial Planner licensed by the Israeli Securities Authorities and also holds an International Capital Markets Qualification from the Securities Institute, London.

Contact information:
Telephone (in Israel): +972-9-9611342
Cell (in Israel): +972- 54-5356590

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Udi Hevroni
  

Udi Hevroni

Senior Financial Planner
Udi Hevroni
 

Udi Hevroni

Senior Financial Planner

Udi Hevroni has more than 15 years of experience in marketing and management roles at investment houses and institutions such as E*TRADE, Clal Finance and Meitav-Dash.

Today Udi provides Financial Planning and optimal financial solutions to wealthy private clients and business owners.

In September 2014 he was also nominated as the external advisor to the board of the HISTALMUT fund of the Social Studies Faculty academics.

Udi holds a B.A. in Administration from the Open University in Israel, an Investment Consultancy Program diploma by TAFNIT School for Managers. In addition, he is a Financial Planner licensed by the Israel Securities Authority and a Pension Advisor certified by the Ministry of Finance.

Contact information
Telephone (in Israel): +972-9-9611352
Cell (in Israel): +972-50-8210573

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Zvika Globerman
  

Zvika Globerman

Business Development Manager – Africa
Zvika Globerman
 

Zvika Globerman

Business Development Manager – Africa

For more than 25 years Zvika Globerman has been working for Pioneer Wealth Management in various management positions. Zvika developed for Pioneer and acquired depth of knowledge & experience of our Family office and Wealth Management services for High Net-Worth global and international clients.

In his current position Zvika spends a considerable part of his time in Africa.

Born in Israel, husband, father, brother and uncle, Zvika is an enthusiast long distance runner, avid reader and music lover.

Zvika holds a BA in Middle Eastern Studies from Tel Aviv University as well as a Business Administration diploma from the Technion Institute in Haifa.

Zvika can be contacted (when he’s not running) at +972-54-4216652.

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Shmuel ben Arie
  

Shmuel ben Arie

Head of Investments for the Israeli market and Member of the Investment Committee
Shmuel ben Arie
 

Shmuel ben Arie

Head of Investments for the Israeli market and Member of the Investment Committee

Shmuel Ben Arie joined Pioneer in 2009 as a Senior Financial Planner and shortly after, due to his exceptional analytical abilities, he was promoted as Head of the Local Market (Israel) Investment Research Division. In 2012 Shmuel led the development and implementation of Pioneer’s Shekel Wealth Management service, which provides our Israeli clients with local holistic solutions based on Pioneer’s diversification and asset allocation principles. Today Shmuel is the CIO for the Israeli market, the head of Shekel Wealth Management Service, and a Member of the Israeli Investment Committee.

In the past Shmuel has worked as an energy market speculator and was responsible for many Oil & Gas future contracts transactions.

Shmuel holds a BA in Finance and Management from Ben Gurion University, an MBA from the Hebrew University in Jerusalem, and is a Financial Planner licensed by the Israel Securities Authority.

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Dan Winternitz
  

Dan Winternitz

Senior Portfolio Manager – Global Markets and a member of the Investment Committees
Dan Winternitz
 

Dan Winternitz

Senior Portfolio Manager – Global Markets and a member of the Investment Committees

Dan Winternitz has over a decade of experience in capital markets and management of global portfolios – for both individual and institutional clients – in leading financial institutions, such as Infinity and Clal Finance. In his previous roles Dan managed hundreds of portfolios both in Israeli and foreign banks. He also provided strategic advice to provident funds, managed mutual funds specializing in foreign securities and commodities, and managed the foreign desk at Infinity.

In addition, Dan has an extensive background in investment research and analysis, both micro and macro level.

Dan speaks Hebrew, English and Spanish, holds an MBA in Finance from Bar-Ilan University, a BA in Economics and Management with a specialization in finance and marketing from the College of Management and is a licensed portfolio manager by the Israeli Securities Authority.

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Eidan Yaull
  

Eidan Yaull

Head of the Israeli Bonds Department
Eidan Yaull
 

Eidan Yaull

Head of the Israeli Bonds Department

Eidan Yaull serves an external Investment Committee Board Member as well as an external Bond Analyst to the Shekel Wealth Management Service. In addition, Eidan is the Head of the Israeli Bonds department.

Eidan was a senior fixed income manager in several leading investment houses in Israel and specialized in the analysis and assessment of bond investments. Today Eidan serves as an external investment advisor to Israeli Government entities, institutions, and private and public companies.

As an external advisor to the Investment Committee, Eidan assists in determining the Israeli government and corporate bond asset allocation using macro-economic global analysis. The Shekel Wealth Management service benefits from Eidan’s extensive experience in the area of corporate bond analysis for clients who direct bond investments.

Eidan is a certified Portfolio Manager by the Israel Securities Authority.

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David Tamir
  

David Tamir

Senior Analyst for International Markets and an External Investment Committee Board Member
David Tamir
 

David Tamir

Senior Analyst for International Markets and an External Investment Committee Board Member

David Tamir has begun as a Financial Planner in Pioneer in 2005 and led the Pioneer Private Wealth Planning Service set up. David was appointed the Chief Investment Officer (CIO) and started writing regularly at Globes, Israel’s leading financial newspaper. Today David is the Senior Analyst of Pioneer's Investment Research team and an external member of the Investment Committee. In addition he is the co-founder of ISIS.

David Tamir holds an MBA from Tel Aviv University and a B.Sc. in Industrial Engineering & Management from the Leading Technology Israeli Institute – the Technion.

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Yogev Schwartz
  

Yogev Schwartz

Investment Manager for Global Markets
Yogev Schwartz
 

Yogev Schwartz

Investment Manager for Global Markets

Yogev Schwartz has years of experience in capital markets, investment management and trading.

In his previous roles he managed investment portfolios and mutual funds in Israel and abroad, and specialized in foreign equities and bonds. In addition, Yogev was a senior portfolio manager, thus experienced trader of various financial products.

Yogev holds a BA in Economics and International Relations from The Hebrew University in Jerusalem and is a licensed portfolio manager by the Israeli Securities Authority.

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Edna Shachar
  

Edna Shachar

Senior Financial Planner
Edna Shachar
 

Edna Shachar

Senior Financial Planner

Edna Shachar has vast financial planning experience both in the Israeli and international markets and was the Deputy CEO of Scitex and other Hi-Tech Companies.

Edna is a volunteer with PA'AMONIM (an organization that assists families with their ongoing financial planning) and coaches families in regard to economic behavior and daily financial household management.

Edna holds a B.Sc. in Computer Sciences and Mathematics from Ben Gurion University and an MBA (in Honors) from Tel Aviv University (the executive program). Edna is also a Financial Planner licensed by the Israel Securities Authority and a Pension Insurance Agent certified by the Ministry of Finance.

Contact information:
Telephone (in Israel): +972-9-9611347
Cell (in Israel): +972-50-5316880

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Yuli Petreikov
  

Yuli Petreikov

Senior Portfolio Manager and licensed Insurance Planner
Yuli Petreikov
 

Yuli Petreikov

Senior Portfolio Manager and licensed Insurance Planner

Yuli Petreikov joined Pioneer in 2015 as an analyst in the Global Wealth Management team. In 2016 he was promoted to a senior portfolio manager. In addition, Yuli serves as a professional manager of Pioneer's Insurance Agency.

Yuli has nearly 10 years of experience in the financial services industry, and previously worked at Tmura Insurance Agency in the long term savings department. In addition, he interned in at the corporate finance department of BANORTE, a Mexican bank, and worked as an analyst in an Israeli consultancy specializing in debt restructuring. 

Yuli holds an MBA form ESADE Business School in Barcelona and a BA in Management, majoring in Finance from the Ben-Gurion University. Yuli is a portfolio manager licensed by the Israeli Securities Authority and a Pension Insurance Agent licensed by the Israeli ministry of Finance.

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Monty Hilkowitz
  

Monty Hilkowitz

Chairman of Pioneer International Group
Monty Hilkowitz
 

Monty Hilkowitz

Chairman of Pioneer International Group

Mr. Monty Hilkowitz has over 52 years of experience in the financial industry.

Born in South Africa, he qualified as an actuary from the Institute of Actuaries in 1966 and completed his Advanced Management Program at Stanford University, California. He became the Managing Director of Liberty Life in South Africa in 1978. In 1986 He was appointed as the CEO of Westpac Life in Australia. He has been self-employed since 1989.

Currently, Mr. Hilkowitz is involved in investment management, financial services and insurance interests in several countries. He is a director of The Dublin Network and Acuvest, specialist financial services companies in Ireland. In addition, he has been a non-executive director of Discovery Health and Discovery Life in South Africa since 2002 and a Non-Executive Chairperson of Discovery Holdings Limited, since January 1, 2008.

Monty serves as the chairman of Pioneer International Group and an Investment Committee Board Member.

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Robby Hilkowitz
  

Robby Hilkowitz

External Investment Committee Board Member
Robby Hilkowitz
 

Robby Hilkowitz

External Investment Committee Board Member

Robby Hilkowitz is an Angel Investor specializing in financial services industry companies. He was formerly an Executive Director of the Stonehage Group - a European Multi-Family Office business based in London. Robby was the CEO of the Stonehage's asset management business, TriAlpha Investment Advisors. The company managed investments in hedge, equity and fixed income funds. In addition to asset management responsibilities, Robby also designed, developed and ran the group’s brand and image management strategy. He joined Stonehage in 1997 after gaining experience in financial markets at a private forex and derivatives trading house.

Today Robby is an external board member of the Pioneer Investment Committee.

Robby holds a degree in Finance and Mathematics from the University of New South Wales in Sydney, Australia.

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Matthew Salter
  

Matthew Salter

External Investment Committee Board member
Matthew Salter
 

Matthew Salter

External Investment Committee Board member

Matthew Salter works as an independent consultant and advisor providing briefings, presentations and analysis on international economic developments and their impact on financial markets, as well as asset allocation strategies and specific research projects.

Matthew has a unique perspective and high level experience as former Head of Dollar reserves at the Central Bank of Israel, both in Jerusalem and New York, where he managed multi-billion dollar portfolios for 8 years and reported to Stanley Fischer. His previous experience includes work as a macroeconomist at HM Treasury (UK Finance Ministry) and in Brussels at the European Commission.

As a non-executive member of the Pioneer Investment Advisory Board Matthew Salter assists the Board in setting the strategic and tactical asset allocation strategies used in clients' portfolios. Matthew adds a wealth of experience especially in fixed income and independent expertise which should benefit advisors and clients directly.

Matthew holds an MSc in Economics from the University of London and is a CFA charter holder.

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Accountancy

Ashley Modlin
Woody Davidow

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Legal & Compliance

David Lewis
Rinat Stolero

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Information Systems, Operations & Administration

Adi Michalevicz
Alison Aboulafia
Arlene Cohen
Batia Elmelech
Batya Jerenberg
Dalia Eckstein
Danit Levi
Etti Koriat
Gill Roskin

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Information Systems, Operations & Administration

Hadar Shalom
Inbar Mor Mitrani
Janine Yankovitch
Karina Ma'ayan - Cheifetz
Keithy Caro
Meital Polak

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Information Systems, Operations & Administration

Ruthie Bacal
Sarah Godfrey
Sarah Kauffman
Sharon Simsolo
Shiran Ashkenzy
Tamara Schoenfeld

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