Pioneer Wealth Management compte plus de 50 employés et nous sommes fiers de leur fidélité. L'ancienneté moyenne de plus d'un tiers de notre personnel est de 15 ans et de plus de 20 ans pour ce qui est de l'équipe de direction.
De plus, depuis plus d'une décennie, notre société est dirigée par une femme. Notre engagement en faveur de l'égalité hommes-femmes se traduit par une politique d'égalité salariale et par le fait que plus de 50 % de nos employés et 70 % de nos cadres supérieurs sont des femmes.
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.
Telephone (in Israel): +972-9-9611301
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.
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.
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.
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 Partne 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.
Telephone (in Israel): +972-9-9611300
Cell phone (abroad): +1-786-282-1888
Titulaire d'un M.A en Economie option Monnaie- Finance avec le titre de major de promotion de l'université d'Evry Val d'Essonne.
Après avoir fait son alyah et fort de sa maitrise de l'Hébreu en plus du Français et de l'Anglais, Arnaud a rejoint le département banque privée de la banque Leumi ou, il a occupé le poste de chargé de clientèle senior. A ce poste il a dirigé une équipe de conseillers financiers et était responsable de la gestion de plus de 2.5 Milliards de Shekels. Durant son activité à ce poste, il a acquis une solide connaissance bancaire, des marchés financiers et du conseil en investissement pour des clients recherchant un service de qualité et une proximité avec un interlocuteur professionnel et digne de confiance.
Après plus de onze ans à la Leumi, Arnaud a rejoint le groupe Pioneer en tant que gestionnaire de Fortune responsable de la clientèle francophone pour entre autre accompagner les nouveaux immigrants en Israël.
Arnaud attache énormément d'importance aux relations humaines et la qualité du service donné aux clients et sera très heureux de vous rencontrer pour vous aussi vous accompagner et vous conseiller.
Il est titulaire d'une licence de conseiller financier délivrée par l'autorité des marchés financiers Israélienne.
Dan Touitou a rejoint Pioneer Wealth Management en 2015, en tant qu’analyste financier senior, spécialisé sur le marché obligataire et le développement d’outils financiers. Dan offre également des services de gestion de fortune à une clientèle israélienne et européenne.
Il débute sa carrière en 2004 au sein d’Edmond de Rothschild Multi Management en tant qu’analyste financier, et se spécialise dans les matières premières, l’énergie et les économies émergentes.
En 2006, il rejoint Crédit Agricole Asset management et travaille sur plusieurs projets opérationnels au sein du service clients institutionnels. Il dirige ensuite un projet de courtage en ligne, permettant l’exécution d’opérations de change, et la livraison de devises sur cartes prépayées Mastercard.
De 2010 à 2014, il occupe le poste de conseiller en investissement dans le département banque privée internationale de la banque Leumi, et est responsable d’un portefeuille clients en Israël et en Europe.
Dan est titulaire d’une Licence de Mathématiques Appliquées et Sciences Sociales (MASS) et d’un Master Banque et Finance de l’Université Paris XII.
Dan a passé l’examen certifié par l’Autorité des Marchés Financiers (AMF) et est un gérant de portefeuille certifié par l’Israel Securities Authority (ISA).
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.
Telephone (in Israel): +972-9-9611381
Cell (in Israel): +972-54-4601267
Dov Zauberman a rejoint Pioneer Wealth Mangement en 2015 et se spécialise dans la gestion de fortune destinée à une clientèle Européenne Ultra High Net Worth.
Il a commencé sa carrière dans la High Tech en tant qu'ingénieur en électro-optique.
Puis en 2009 il décide de se reconvertir dans la finance au sein du département de la banque Privée à la HSBC En Israel.
Il y acquiert une expérience fondée sur une grande exigence de qualité tant sur le plan humain que professionnel et une connaissance approfondie du fonctionnement bancaire et des marchés financiers.
Aujourd'hui il s'occupe d'une clientèle désirant recevoir un service de haute qualité au standard européen.
Dov se distingue par sa discrétion, sa disponibilité et son écoute, qui lui permettent de devenir l'homme de confiance de ses clients.
Il est titulaire d'un diplôme d'ingénieur B.Sc. en électro-optique et d'une licence de conseiller financier délivrée par l'autorité des marchés financiers israélienne.
Ketty dispose d’une expérience professionnelle de plus de 10 ans comme Gérant de Portefeuille-Conseiller Financier.
Au cours de ces dernières années, Ketty a été en charge de clients haut de gamme non-residents, “Ultra High Net clients”, au sein du département banque privée d’une grande banque israélienne. Ketty y a acquis une experience étendue des marchés financiers internationaux.
Ketty est titulaire d’un MBA de l’Université Bar Ilan de Ramat Gan.
Ketty est conseillère financier, agréée auprès de l’Autorité des Marchés Financiers en Israel (Israeli Security Authority).
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.
Telephone (in Israel): +972-9-96113365
Cell (in Israel): +972-54-6372056
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.
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.
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.
Office (Israel): +972-9-9611-334
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 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.
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 an external member of the Investment Committee. In addition he is the co-founder of Oasis Investment Solutions AG.
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.
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.
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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