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.
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
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.
Ruthie Bacal, originally from Colombia, is part of the LATAM team based in Miami, and serves as the Chief of Operations and Client Services in the LATAM office. She is responsible for overseeing the day-to-day activities of the company as well as serving our clients to ensure that every client enjoys our highest standards of client care.
Ruthie holds a Bachelor’s degree in Business Administration from Boston University and a Master’s degree in Business Administration (cum laude) from Nova Southeastern University.
Tel.: +1 305 935 5502
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.
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.
Yael joined Pioneer after 18 years of experience in marketing and managing global end-to-end projects in high-tech companies and social organizations.
Yael is an expert in strategic planning and execution, marketing project management, creating partnerships, leading and improving multi-interface processes, marketing communications, marketing writing, marketing collaterals production, and managing social media channels.
Yael holds a bachelor's degree in Political Science and International Relations from the Hebrew University of Jerusalem and a master's degree in International Relations from Oxford University in England. Over the years, Yael has taken various courses in the fields of digital marketing, marketing writing, project management, community management and corporate responsibility management.
Telephone (in Israel): +972-9-9611334
Batia joined Pioneer 16 years ago after many years of working in human resources positions in various high-tech companies.
Batia has vast experience operating capital market systems and supporting and managing personal contact with Pioneer clients.
Batia holds a degree in business administration from Thames Valley University.
Telephone (in Israel): +972-52-3285871
Aaron Djanogly, married +4, joined Pioneer in April 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. Between 2015-2017, he was responsible for English speaking clients at Edmond de Rothschild in Israel.
Aaron has extensive experience working with clients from South Africa, England, Canada and the USA specializing in assisting 'Olim Chadashim' (new immigrants to Israel) with their investment needs.
For US citizens, Aaron has detailed knowledge of US pension plans (401k,IRA,Roth IRA etc) and how these assets must be managed for Americans who move to Israel.
Aaron has presented in the US for Nefesh B’ Nefesh on numerous occasions on a wide range of relevant investment topics for the American immigrant to Israel.
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 South Africa, he is a qualified Representative. In addition, Aaron is a Portfolio Manager licensed by the Israeli Securities Authority.
Mobile (Israel): +972 54 642 9734
Mobile (USA): +1 516 210 4119
Since 1993 Andrew Album has been advising families in the UK on investment strategies, retirement planning and estate tax mitigation.
Andrew qualified as Chartered Accountant at Price Waterhouse, working for the firm in both Melbourne and London. From 2010 he has been servicing clients as a Senior Partner at St James's Place in the UK.
Andrew's focus at Pioneer is with clients who have made aliyah, those planning retirement in Israel and families with members in both the UK and Israel.
Andrew holds a BA in Economics from Manchester University, England, is a Chartered Accountant, a qualified financial adviser in the UK, and a a Financial Planner licensed by the Israel Securities Authority.
For more information
Mobile (Israel): +972-54-655-9261
Office (UK): +44-207-830-9633
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.
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
Boaz Shalem, married +3, started his career in the capital market in 2000 as a Pension Planner in leading companies. Boaz Joined Pioneer in 2018. Before that, he worked at Dash Securities & Investments for a decade and accompanied its growth from a young and small company to its merger with Meitav. During that time, Boaz looked after the portfolios of wealthy families and institutional clients and supervised hundreds of millions of shekels.
Boaz holds a BA in Psychology with a specialization in Management from the Max Stern Academic College of Emek Yezreel, an Investment Marketing license from the Israel Securities Authority and a Pension Insurance Agent license from the Ministry of Finance.
Mobile (in Israel): +972-54-7546900
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.
Telephone (in Israel): +972-2-6748824
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.
Telephone (in Israel): +972-9-9611341
Cell (in Israel): +972-54-6861044
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
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).
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.
Telephone (in Israel): +972-9-9611320
Cell (in Israel): +972-54-4819299
Efrat Stolovitch joined Pioneer in 2006. With nearly two decades of experience in financial markets and financial planning Efrat is the trusted advisor to a wide range of High Net Worth individuals and families. Prior to Pioneer, she held a senior role at the Private Banking Overseas Clients' division in Bank Leumi, where she was responsible for over $300M portfolios.
Efrat combines private banking experience, fund due diligence, asset allocation research and portfolio construction experience to better serve her clients. In addition, Efrat is tri-lingual and speaks English, Portuguese and Hebrew.
Efrat holds a BA in Economics & Accounting from Bar Ilan University, and is a licensed Portfolio Manager by the Israel Securities Authority.
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.
Telephone (in Israel): +972-9-9611343
Cell (in Israel): +972-54-4316033
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.
Lisa Kolodny has over 25 years' experience in Global Banking and Wealth Management.
Lisa was a Director and Senior Investment Advisor at Credit Suisse in Israel for 11 years, serving high net worth families, advising on investments, wealth planning and impact investing. Prior to that she established the office of Bank Leumi Switzerland in Israel and managed their private client relationships. She also has experience in Venture Lending to High Tech companies in Israel, working as a Senior analyst at European Venture Partners. In the UK, Lisa was a Vice President in Investment Banking Sales and Trading at Deutsche Bank in London for 6 years.
Throughout her career Lisa emphasizes professional investment advice, long term relationships, personal attention and high quality service.
Lisa holds a BA in Economics from Cambridge University, England. In addition, she is a Financial Planner licensed by the Israel Securities Authority and a qualified Chartered Financial Analyst (CFA). She serves clients in English, Hebrew and French.
Lisa is originally from the UK, lives in Ra'anana, mother of 5 and loves mountain biking.
Lisa was previously Co-Chair of Digital Eve, the largest on line forum for women in High Tech, project manager for Hadran advancing women’s Talmud learning and is a committee member of the Alyn Hospital Wheels of Love bike ride.
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
Telephone (in Israel): +972-9-9611328
Cell (in Israel): +972-54-4949721
Nir Moshkovitz has been working in Israeli Capital Markets since 2008. Nir was previously Head Analyst for Israeli market bonds at Bank Leumi where he prepared analysis and recommendations for Bank Leumi's private banking advisors. Prior to that Nir managed over 1b NIS for private and institutional clients in leading investment houses.
Nir joined the Pioneer Investment Research team in 2021 and is responsible for the analysis of Israeli public companies.
Nir holds a B.A in social sciences, an MBA and is a licensed portfolio manager by the Israel Securities Authority.
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.
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. In 2018, Shaul was appointed as a director in the International Board of the Weizmann Institute. In addition, Shaul volunteers as an observer in committees of the Weizmann Institute.
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.
Telephone (in Israel): +972-9-9611352
Cell (in Israel): +972-50-8210573
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.
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.
Telephone (in Israel): +972-9-9611342
Cell (in Israel): +972- 54-5356590
Rafael Porras, CFA joined Pioneer in 2018 and is a team member of our Miami office. Rafael is responsible for research, bond portfolio management and offering multiple solutions to our Latin American Clients.
As head of the Financial Consulting Unit at ICG Consultores, he specialized in emerging markets and gained a deep understanding about the region and its characteristics, while forming his background in investments and banking for more than 5 years. He is a CFA Charter holder and graduated in Economics at the Universidad Católica Andres Bello.
Rafael is originally from Caracas, Venezuela and is fluent in Spanish and English
Tal Lind has more than a decade of experience in various financial roles. In his last position he was the CIO of Leahava Portfolio Management, which was bought by Pioneer in 2018.
Tal is highly experienced in the global financial markets and specializes in Israeli corporate bonds and stocks.
Tal joined Pioneer's Investment Team in 2018 and serves as an analyst in the company's research department. In addition, Tal leads the company's mortgage consulting service.
Tal holds a BA in Economics and Management from The collage of Management and is a licensed Portfolio Manager by the ISA.
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.
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.
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.
For more information, please free to contact us or leave your details at the form below.
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