Focusing on
What’s Important

Pioneer Wealth Management is an independent private company established in 1986. With constant attention to our clients’ needs in an ever-changing investment climate, our offering has evolved with our clients around the world and the marketplace. Pioneer services include Holistic Financial Planning, Wealth Management, and Family Office services for affluent clients and high-net worth and ultra-high-net worth families.

What makes us Unique

Care. Guide. Deliver.

Our Team

  • Avi Nahum
         

    Avi Nahum

    Director and Managing Partner of Pioneer Family Office LLC (PFO)
    Avi Nahum
      

    Avi Nahum

    Director and Managing Partner of Pioneer Family Office LLC (PFO)

    Having lived in both Latin America and North America for many years, Avi Nahum has in-depth, multi-cultural experience and understanding ofthe needs of  Latin American, North American and Israeli families.

    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 the Managing Partner of Pioneer Family Office, which is a Registered Investment Advisor (RIA) licensed in the USA, based in Florida. In addition, Avi serves 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): +972-9-9611300
    Cell phone (abroad): +1-786-282-1888

  • Pearla Alexander
         

    Pearla Alexander

    VP Operations (PFP)
    Pearla Alexander
      

    Pearla Alexander

    VP Operations (PFP)

    Pearla Alexander 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.

  • Omer Galin
         

    Omer Galin

    Director of PFO and PFP
    Co-Founder and Co-Chairman of Pioneer Wealth Management Group
    Omer Galin
      

    Omer Galin

    Director of PFO and PFP
    Co-Founder and Co-Chairman of Pioneer Wealth Management Group

    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.

  • Yogev Schwartz
         

    Yogev Schwartz

    Senior Portfolio Manager – Global Markets (PFP)
    Yogev Schwartz
      

    Yogev Schwartz

    Senior Portfolio Manager – Global Markets (PFP)

    Yogev Schwartz has 12 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.

  • Mike Ellis
         

    Mike Ellis

    CFA, Chief Investment Officer (PFP)
    Mike Ellis
      

    Mike Ellis

    CFA, Chief Investment Officer (PFP)

    Mike Ellis, CFA CA (SA) MBA, is Chairman of the Investment Advisory Board and responsible for the entire investment process of Pioneer Wealth Management.

    Originally from South Africa, Mike joined Pioneer in March 2000 after working in the Private Banking & Trust industry in the UK.  Mike has 20 years experience in dealing with private clients and investment selection, merging analytical, accounting and taxation experience to help investors look after their wealth.

    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.

    Mike serves pro bono on a number of charity’s Investment Boards and is a member of the Raanana Volunteer Search and Rescue Unit.

  • Jonathan Adler
         

    Jonathan Adler

    Senior Wealth Manager (PFP)
    Jonathan Adler
      

    Jonathan Adler

    Senior Wealth Manager (PFP)

    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

  • Shmuel ben Arie
         

    Shmuel ben Arie

    Director and Chief Investment Officer – Local Market (PFP)
    Shmuel ben Arie
      

    Shmuel ben Arie

    Director and Chief Investment Officer – Local Market (PFP)

    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 – Global Markets & Head of ESG Investments (PFP)
    Yuli Petreikov
      

    Yuli Petreikov

    Senior Portfolio Manager – Global Markets & Head of ESG Investments (PFP)

    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 2020 he combined his long term intrest of sustainability with the passion of investing to lead Responsible Investmenting (ESG & IMPACT) in Pioneer.

    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.

  • Dafna Gonen
         

    Dafna Gonen

    Director and CEO
    Pioneer Wealth Management Group
    Dafna Gonen
      

    Dafna Gonen

    Director and CEO
    Pioneer Wealth Management Group

    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 CEO of Pioneer Wealth Management and devotes her time to maintain & develop 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

  • Monty Hilkowitz
         

    Monty Hilkowitz

    Co-Chairman of Pioneer Wealth Management Group
    Monty Hilkowitz
      

    Monty Hilkowitz

    Co-Chairman of Pioneer Wealth Management 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.

  • Danielle Braunstein
         

    Danielle Braunstein

    Senior Wealth Manager (PFP)
    Danielle Braunstein
      

    Danielle Braunstein

    Senior Wealth Manager (PFP)

    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 Financial Planner licensed 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

CONTACT US

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Telephone: +972-9-961-1300
Email: info@piowealth.com

Amzur House – 4th floor, 8 Hasadnaot St.,
Herzliya Pituach, Israel

© Copyright 2021  Pioneeer Wealth Management | All Rights Reserved.

Dear Clients,

During these difficult days for all of us, we wanted to update you and reassure you regarding your investments.

Our office remains functioning and we are available to answer any questions you may have at any time. Portfolios are being monitored and managed throughout this period. We will provide more comprehensive updates regarding investment portfolios in the coming days and weeks. 

The Pioneer family wishes a full and speedy recovery to all the wounded.

We send our condolences to the families who have lost their loved ones.

Praying for the safe return of all security forces and civilians and for peaceful days to come.

From the Pioneer Wealth Management Family