Daniel founded Family Wealth Advisors. As CEO Daniel is ultimately responsible for the asset allocation and the global investment process of the firm.
He brings over 25 years of experience in financial markets, having served as the Senior Risk Manager at Clal Finance, a leading Israeli asset management firm. Previous positions at Clal included funds manager and head of OTC desk.
This followed a senior position in the SFK group, as the head of proprietary trading desk, in which he gained an extensive experience in managing a proprietary trading desk focused on derivatives.
Prior, Daniel served as a Derivatives Strategist at the Investec Group (Israel) where he developed advanced products and advise high networth individuals and institutional investors.
Daniel received his cum laude in economics and management from Haifa University. He holds an accounting degree and an Investment Advisory license from the Israeli Securities Authority (ISA).
Gil brings experience and knowledge in Investments, Taxation and Legal. He is responsible for managing compliance and research.
Prior to joining Family Wealth Advisors on 2016, Gil served as an advocate in the corporate and securities department of HFN Law office.
Gil earned a B.A. in Accounting and a bachelor degree in Laws (LLB), both from Tel-Aviv University.
Doron Joined Family Wealth Advisors on 2010 after few years as a back-office administrator at Yahav Bank. Prior to Yahav, Doron served as a Tax accountant in several CPA firms.
Doron is a certified Tax advisor and holds an M.B.A. degree from the Open University.
Edna Joined Family Wealth Advisors on 2016 after 15 years at GBG, an international Global Brands Company, mostly as a contracts and relationship manager.
Edna holds an M.B.A. degree and B.A degree in Statistics from Haifa's University.