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Mike Ellis
 

Mike Ellis

CEO, Director and Chief Investment Officer of Pioneer Financial Planning

Mike Ellis, CFA CA (SA) MBA, is Chairman of the Investment Advisory Board and responsible for the 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 Alumnus 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.