+972-9-9611-300

  • Amazing Slogan 1

    Инвестиции в
    Ваше будущее

  • Amazing Slogan 2

    Глобальный охват

  • Amazing Slogan 3

    Забота. Руководство. Обеспечение результата

    Построение долгосрочных отношений

  •   

    Shaul Sharhabani

    Director and Senior Wealth Manager
     

    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.

  •   

    Steven Feigenbaum

    Senior Financial Planner
     

    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

  •   

    Shmuel ben Arie

    CIO for the Israeli market and Member of the Investment Committee
     

    Shmuel ben Arie

    CIO 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.

  • 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.

  •   

    Mike Ellis

    Director and Chief Investment Officer
     

    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.

     

  •   

    Liat Fund-Schwartz

    VP Compliance and Business Development
     

    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.

  •   

    Eidan Yaull

    Head of the Israeli Bonds Department
     

    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.

  •   

    Katherine Lapidoth

    Senior Financial Planner
     

    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

  •   

    David Tamir

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

    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.

  •   

    Matthew Salter

    External Investment Committee Board member
     

    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.

  •   

    Dafna Gonen

    CEO
     

    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

  •   

    Omer Galin

    Director, Co-founder and Co-Chairman
     

    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.

  • 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

  •   

    Rochelle Jarvis

    Director
     

    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.

  •   

    Orly Clalic Feist

    Senior Financial Planner
     

    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

     

  •   

    Avi Nahum

    Executive Director, Member of Steering Committee & Investment Committee
     

    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

  •   

    Pearla Alexander-Heller

    Chief Operations Officer
     

    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.

  •   

    Monty Hilkowitz

    Chairman of Pioneer International Group
     

    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.

  •   

    Miriam Britz-Kohn

    IT and Finance Manager
     

    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.

  • 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.

  • 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

  •   

    Robby Hilkowitz

    External Investment Committee Board Member
     

    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.

Please fill in your name

Please supply a phone number

Please fill in a valid email address

Invalid Input

  •   

    Orly Clalic Feist

    Senior Financial Planner
     

    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

     

  •   

    Katherine Lapidoth

    Senior Financial Planner
     

    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

  •   

    David Tamir

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

    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.

  •   

    Dafna Gonen

    CEO
     

    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

  •   

    Omer Galin

    Director, Co-founder and Co-Chairman
     

    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.

  •   

    Robby Hilkowitz

    External Investment Committee Board Member
     

    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.

  •   

    Eidan Yaull

    Head of the Israeli Bonds Department
     

    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.

  • 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.

  •   

    Mike Ellis

    Director and Chief Investment Officer
     

    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.

     

  •   

    Liat Fund-Schwartz

    VP Compliance and Business Development
     

    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.

  • 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.

  •   

    Avi Nahum

    Executive Director, Member of Steering Committee & Investment Committee
     

    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

  •   

    Shaul Sharhabani

    Director and Senior Wealth Manager
     

    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.

  •   

    Shmuel ben Arie

    CIO for the Israeli market and Member of the Investment Committee
     

    Shmuel ben Arie

    CIO 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.

  •   

    Pearla Alexander-Heller

    Chief Operations Officer
     

    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.

  • 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

  •   

    Miriam Britz-Kohn

    IT and Finance Manager
     

    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.

  • 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

  •   

    Monty Hilkowitz

    Chairman of Pioneer International Group
     

    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.

  •   

    Rochelle Jarvis

    Director
     

    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.

  •   

    Steven Feigenbaum

    Senior Financial Planner
     

    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

  •   

    Matthew Salter

    External Investment Committee Board member
     

    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.

Please fill in your name

Please supply a phone number

Please fill in a valid email address

Invalid Input

Что делает нас уникальными

Освоение современные технологии.

Наши услуги

Наши услуги

Комплексное финансовое планирование

Международное управление капиталом

Индивидуальное финансовое планирование

Доверительное управление фамильным капиталом

Стратегические Партнёры

Больше

VIDEO

Лучшие из наших лекций и вебинаров от наших ведущих экспертов по широкому спектру инвестиционных вопросов в Израиле и за рубежом.

Больше

О компании

О компании

Международная группа Pioneer является независимой частной компанией, основанной в 1986 г.

Мы уделяем постоянное внимание потребностям наших клиентов в условиях постоянно меняющегося инвестиционного климата и развиваем свои услуги вместе с развитием клиентуры по всему миру и на всех рынках.

Больше