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.
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.
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.
Telephone (in Israel): +972-9-9611300
Cell phone (abroad): +1-786-282-1888
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.
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
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.
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).
Telephone (in Israel): +972-58-4465950
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Amzur House – 4th floor, 8 Hasadnaot St.,
Herzliya Pituach, Israel
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