Our Team

Innovation, professionalism, and responsibility are all attributes that characterize our high-quality team members. Our experienced employees and managers have proven track records of success that are important when guiding families long-term. They know the financial markets, investment firms, and insurance agencies in-depth, making them the right people to tailor special solutions to meet your every need.

Highly experienced in investments, capital markets, insurance and savings. Has spent years accompanying wealthy families through their life cycles, leading them to build long-term strategies and allocate family assets. An expert in choosing investment managers to oversee investment funds and real estate, provident and pension funds, savings policies, and many other investment products.
Has held multiple positions at large-scale investment firms and agencies, including serving as Finance and Retirement Section Manager at Mivtach-Simon, a Migdal Group company, where he was responsible for over 7 billion shekels worth of funds. Holds a bachelor’s degree in economics and business administration and a master’s degree in law with a specialization in commercial law – both from Bar Ilan University. Certified by the Finance Ministry (pension marketing) and the Israel Securities Authority (investment marketing).

Hezi Schwartz

Founder

Sarit Golander Kadri

Customer Relations Manager

Sarit is an experienced investment manager with over 30 years of experience to her name. She oversees ongoing communications between the company and our clients, and analyzes many diverse products and deals. Previously, she worked as an investment manager, mainly focusing on international markets. Her previous positions included managing global trust funds on behalf of Mizrahi Bank, and Clal Finance, as well as a private hedge fund . Sarit holds a bachelor’s degree in economics and business administration and a master’s in business administration – both from Tel Aviv University. Certified by the Israel Security Authority.

דודי ולינר מתכנן פיננסי בכיר HS Family office

Dudi Wilner

Customer Relations Manager

Dudi holds over 30 years of experience in accompanying hundreds of clients in the finance and pension worlds. He possesses a deep and comprehensive understanding of fields that are highly relevant to the long-term savings industry: provident funds, savings policies, executive and pension insurance, and additional investment products. Prior to joining HS Family Office, Dudi spent many years working as a customer relations and business development manager, for some of Israel’s largest agencies. Dudi holds a bachelor’s degree in economics and business administration, and a degree in insurance studies.

Daniel Bayde

Risk Analysis and Management

Daniel possesses over a decade of experience in the financial world and is responsible for the integration of many HS Family Office activities across business and professional plains, including deep analyses of client assets and investment products. Previously, he served as a senior analyst at a hedge fund, and worked for various investment firms and insurance agencies. Daniel holds a bachelor’s degree in economics and management from the Open University and is a graduate of a data analysis certification program.

Adi Schwartz

Operations & Control

Adi holds over 17 years of experience in operations, control, and customer service in the fields of finance and insurance. She is responsible for the execution of investment plans for the company’s clients, including executing and overseeing complex and continuous control operations. Adi holds a bachelor’s degree in social science and public policy.

Masha Aristov

Operations & Control

Masha is experienced in a wide variety of fields pertaining to operations, including finance and insurance for executives, individuals, healthcare, provident funds, and advanced study funds. She previously worked for insurance agencies, dealing with all insurance companies. At HS, she is responsible for producing offers and formulating diverse plans, as well as executing changes. Masha holds a master’s degree in business administration and organizational management from the National University of Economics in Kharkov, Ukraine.

Meytal Mordechay Schwartz

Economist

Meital is a veteran economics expert, with over 15 years of experience to her name. She handles all of the company’s financial affairs, including the execution of various projects. Prior to joining HS, she worked as a credit economist for the Mizrahi Bank’s corporate sector. Meital holds a bachelor’s degree in economics and business administration from Bar Ilan University.

Meytal Mordechay Schwartz