ABOUT THE COMPANY
About Finansim
Finansim Private Wealth Management ("Finansim") is a leading investment advice company active in Israel's capital and financial markets. The company's professional staff brings many years of experience and a proven record of accomplishment. Finansim's Chief Executive Officer and one of its founders, Dr. Itai Galili, brings his rich background in the capital market to Finansim. Over the past ten years, Dr. Itai Galili has established and managed the First International Bank's private banking centers and advice unit.
THE TEAM
Dr. Itai Galili
Chief Executive Officer
Dr. Galili holds a Ph.D. in Finance and is a graduate of Bar-Ilan University, Department of Business administration. He also holds an investment advice license from the Israel Securities Authority (active) and is a specialist in foreign investments.
Professional Experience
Former manager of the First International Bank's private banking centers, entrepreneurial advice unit, credit analyst, lecturer at higher education institutions in the capital market, finance and behavioral finance fields. Dr. Galili also received the Rector's Award for outstanding research students, from Bar Ilan University (June 2004), and won first prize in research work in the capital market field awarded by the Tel Aviv Stock Exchange (May 2004).
Michal Josefson
CHIEF INVESTMENT OFFICER
MBA College of Management Academic Studies , major in finance. Investment advisory licensed issued by the Israel securities Authority (ISA). Specialization - investments in foreign securities and various financial vehicles , and their integration in investment portfolios.
Professional ExperienceGlobal investment unit manager, private banking division of the First International Bank, investment advice as part of a proactive advice unit with a concentration on transactions in foreign securities at the First International Bank.
Alon Kiva
Investment Advisor
BA of Business Administration, Major in Finance. Holds an investment advicery licensed issued by the Israel Securities Authority (active). Specialization - investments in foreign securities and various financial instruments, and their integration in local investment portfolios.
Professional Experience
Business customers advisor
Igud Bank Israel
Ron Ravizada
Investment Advisor
BA of Business Administration, Major in Finance. Holds an investment advicerylicensed issued by the Israel Securities Authority (active).
MA in Public administration studies
Professional Experience
Over 12 years in Business customers advisory managment in two big Israeli investments companies.
Tami Sragowicz
Investment Advisor
Master of Business Administration, Specialization in Finance, Manchester University.
Holds an investment advice license issued by the Israel Securities Authority.
Holder of a broker's license, issued by the National Association of Securities Dealers (Series 7).
Professional Experience
Fifteen years of experience in various positions at Leumi Bank, at its various branches and at Bank headquarters, Leumi Bank, New York - international private banking.
Eyal Kamer
Manager of Sales and Operations
Professional Experience
Human Resources and Placement Coordinator, Israel Management Center, Manager of Sales and Human Resources -
A.G.A. Direct Applications Ltd.
Manager of Sales and Service, MOR Institute.
Members Of The Board
Uri Galili
Chairman of the Board of Directors
Professional Experience
Chief Executive Officer, Leumi Bank (United Kingdom).
Chief Executive Officer, Industrial Development Bank (up to its successful privatization).
Director and Chairman of the Finance Committee, Hadassah Medical Center.
Held senior positions at Leumi Bank, including Deputy Head of Private Banking Division.
Currently: Bank of Israel - Chairman of the Administrative Council.
Open University – Member of the Executive Committee and Member of the Audit Committee.
BA in Economics and Business Administration, Tel Aviv University.
Eyal Gur Arie
Member of the Board of Directors
Professional Experience
Vice President - Marketing, Clal Insurance Company.
Vice President - Life Insurance, Ararat Insurance Company.
Chief Executive Officer, Standard Insurance, part of Harel Insurance.
Chief Executive Officer, Ha'chi Yashir, Mega Insurance Agency.
Graduate of the Command and Staff College, Social Sciences, Tel Aviv University.