Psagot Investment House
Yohan Kadoche
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry and holds a B.A. in Finance from IFAM in France. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Tzachi Iron
Controlling Shareholder, Founder and CEO of Psagot Securities
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Ozi Danino
Controlling Shareholder
Ozi has held a number of senior leadership roles, including Senior Vice President, Deputy Head of the Business Division, and Head of the Customer Assets Division at Mizrahi Tefahot Bank, as well as CEO and Chairman of Excellence Investment House. Today, he is a partner at Carmel Credit and Rosario Capital, and serves as a board member in several publicly traded companies.
Dolev Ben Zaken
Deputy CEO & General Counsel
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Tuvia Sofer
Vice President, Marketing and Strategy
Tuvia has extensive experience in marketing, strategy, and the financial sector. Throughout his career, he has held senior positions including Executive Management Member and Head of the Retail Division at Union Bank, Head of Marketing at Union Bank and Bank Hapoalim, Head of Strategy at Mizrahi- Tefahot Bank, and served as a strategic consultant. He holds an MBA with honors in Finance and Marketing from Tel Aviv University and a BA in Economics from Bar-Ilan University.
Michal Laufer
Vice President, Human Resources
Michal holds an LLB in Law and is a certified mediator, with over a decade of experience leading Human Resources in top-tier organizations.
Specializes in building HR processes and organizational infrastructure during times of change, growth, or M&A. Leads strategic initiatives in leadership development, employee experience, employer branding, and organizational culture. Passionate about creating a genuine connection between business goals and the people who drive them — and an avid long-distance runner.
Psagot Equity
Omer Yaniv
Controlling Shareholder, Founder and CEO of Psagot Equity
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Tomer Barzilay
Founder and CTO
Thomer holds 15+ years in banking systems and digital applications, software engineering, cybersecurity, and data science. As a former CTO for a regulated Brazilian financial institution and a couple of startups, he’s a banking tech and digital solutions expert.
Bentzi Levy
Head of Product
Bentzi has more than 20 years of experience in Employee Stock Option Plans, financial reporting services and investment Management. His expertise encompasses the development and design of financial systems, adeptly navigating complex regulatory environments.
Gili Nahon
Head of Operations
With over 15 years of experience in managing an operations department, Gili has managed and operated various incentive plans for publicly companies. Her expertise spans equity management and operational strategy.
Inbar Lavy
Head of Legal
Inbar has over 15 years of experience in professional affairs departments in the trust services field, supervising the legal aspects of M&A deals, 102 trust requirements, and more. Her in-depth knowledge includes legal supervision, trust services, and corporate transactions.
Dima Markovich
CFO
Dima is a CPA with a decade of experience in corporate finance and financial management.
Began his career at a leading Big4 firm, before moving into
senior finance roles.
His areas of expertise include complex financial planning and analysis, cash flow management and strategic financial leadership, both for private and public companies.
Psagot Securities
Ronen Torem
Controlling Shareholder
Ronen is the former CEO of Migdal Capital Markets, following nearly two decades of senior roles across leading investment houses. Today, he is a partner and managing director at Carmel Credit and serves as Chairman of the Board at Psagot Investment House.
Haim Kricheli
Vice President Psagot Trade
Thomer holds 15+ years in banking systems and digital applications, software engineering, cybersecurity, and data science. As a former CTO for a regulated Brazilian financial institution and a couple of startups, he’s a banking tech and digital solutions expert.
Liran Ben Ari
CFO
Liran serves as Chief Financial Officer. He previously held several senior positions, including CEO of a non-bank credit company, Director at Psagot Securities, and Senior Manager of Credit and Business Development at Excellence.
Liran holds a Bachelor’s degree in Business Administration with a specialization in Accounting and a Teaching Certificate. He is also a certified CPA and spent several years at PwC, one of the world’s leading accounting firms.
In addition to his professional achievements, Liran is an avid
triathlete and Ironman.
Chen Geva
Vice President Operations
Chen brings extensive management experience and a strong background in the operations of both Israeli and international securities. She has held various managerial roles at Discount Bank and Mizrahi-Tefahot Bank.
Chen holds a Bachelor’s degree in Economics and Political Science from Bar-Ilan University, and an MBA with honors from the College of Management.
Guy Bar On
Vice President Brokerage
Guy holds a bachelor’s degree in economics and management.
He joined Psagot Brokerage 10 years ago, where he established and managed the local bonds desk. With 25 years of experience in the capital markets, Guy has held senior investment management positions at leading investment firms, including Excellence Investments and other prominent institutions.
Anat Frumkes
Director
Anat is a senior executive with over 30 years of experience in Israel’s capital markets, with deep expertise in securities trading, asset management, custody and clearing, and risk management. She has held senior leadership roles at major banks and financial institutions, including serving as CEO of a stock exchange member company. Anat has also served as a board member and audit committee member in various financial institutions, including Psagot Securities, Clal Pension and Provident Funds, Gilad Pension Fund, and previously at the Tel Aviv Stock Exchange. She holds an MBA from Ben-Gurion University and a BA in Finance and Marketing.
Controlling Shareholders
Tzach Iron
Founder, Co-CEOCEO of Psagot Securities
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Omer Yaniv
Founder and Co-CEO
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Ronen Torem
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Ozi Danino
Founder and CTO
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Yohan Kadoche
Controlling Shareholder
Holds a Bachelor of Laws (LLB) and Business Administration with specialization in accounting and teaching. In the last decade, he served as the commissioner of enforcement, as the director of the regulatory system and as a director of several companies in the group.
Management of Psagot Securities
Guy Bar-On
Founder and CTO
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Haim Krichley
Head of Product
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Liran Ben-Ari
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Dolev Ben-Zaken
VP of Regulation at Psagot Group
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Tzach Iron
Founder, Co-CEOCEO of Psagot Securities
Holds a Bachelor of Laws (LLB) and Business Administration with specialization in accounting and teaching. In the last decade, he served as the commissioner of enforcement, as the director of the regulatory system and as a director of several companies in the group.
Shir Azuri
Founder and CTO
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Tuvia
Head of Product
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Michael Laufer
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Hen Geva
VP of Regulation at Psagot Group
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Management of Psagot Equity
Inbar
Head of Legal
Inbar has over 15 years of experience in professional affairs departments in the trust services field, supervising the legal aspects of M&A deals, 102 trust requirements, and more. Her in-depth knowledge includes legal supervision, trust services, and corporate transactions.
Ben Zion Levi
Head of Product
Bentzi has more than 20 years of experience in Employee Stock Option Plans, financial reporting services and investment Management. His expertise encompasses the development and design of financial systems, adeptly navigating complex regulatory environments.
Gili Nahon
Head of Operations
With over 15 years of experience in managing an operations department, Gili has managed and operated various incentive plans for publicly companies. Her expertise spans equity management and operational strategy.
Thomer Barzilay
Founder and CTO
Thomer holds 15+ years in banking systems and digital applications, software engineering, cybersecurity, and data science. As a former CTO for a regulated Brazilian financial institution and a couple of startups, he’s a banking tech and digital solutions expert.
Omer Yaniv
Founder and Co-CEO
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Eli Heike
Tax Expert
Eli Haika, with 22 years at the Israeli Tax Authority, specializes in employee stock option tax solutions. He led the employee stock option department within the professional division as well as the mergers and acquisitions department and adeptly handled tax decisions for stockholders and companies.
Option 2
Controlling Shareholders
Yohan Kadoche
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Ozi Danino
Founder and CTO
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Ronen Torem
Controlling Shareholder
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Tzach Iron
Founder, Co-CEOCEO of Psagot Securities
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Omer Yaniv
Founder and Co-CEO
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Management of Psagot Securities
Guy Bar-On
Founder and CTO
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Haim Krichley
Head of Product
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Liran Ben-Ari
Head of Operations
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Dolev Ben-Zaken
VP of Regulation at Psagot Group
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Tzach Iron
Founder, Co-CEOCEO of Psagot Securities
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Shir Azuri
Chief Financial Officer
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Tuvia
Head of Product
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Michael Laufer
Controlling Shareholder
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Hen Geva
VP of Regulation at Psagot Group
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Management of Psagot Equity
Inbar
Head of Legal
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Ben Zion Levi
Head of Product
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Gili Nahon
Head of Operations
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Thomer Barzilay
Founder and CTO
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Omer Yaniv
Founder and Co-CEO
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Eli Heike
Tax Expert
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Option 3
Option 4
Controlling Shareholders
Tzachi Iron
Founder, Co-CEOCEO of Psagot Securities
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Omer Yaniv
Founder and Co-CEO
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Yohan Kadoche
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Omer Yaniv
Founder and Co-CEO
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Itay Holin
Chief Financial Officer
Holds a Bachelor of Laws (LLB) and Business Administration with specialization in accounting and teaching. In the last decade, he served as the commissioner of enforcement, as the director of the regulatory system and as a director of several companies in the group.
Tzachi Iron
Founder, Co-CEOCEO of Psagot Securities
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.
Omer Yaniv
Founder and Co-CEO
Prior to founding Psagot Equity, Omer, an Adv. (CPA), held a partner position in the tax department of one of Israel’s top law firms. He specializes in corporate finance and Israeli tax law and offers rich expertise in legal compliance, tax consulting, and financial planning.
Yohan Kadoche
Controlling Shareholder
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Daniel Levantal
Founder and Co-CEO
With over 25 years of experience in capital markets and finance across Europe and Israel, Yohan is a seasoned leader in the industry. Before joining Psagot, he held senior positions including CEO of Psagot Investment House, Chairman of the Board at More Magna Asset Management, and Founder and Chairman of Camalia Capital Markets.
Itay Holin
Chief Financial Officer
Holds a Bachelor of Laws (LLB) and Business Administration with specialization in accounting and teaching. In the last decade, he served as the commissioner of enforcement, as the director of the regulatory system and as a director of several companies in the group.
Tzachi Iron
Joint CEO at Psagot Equity Joint CEO at Psagot Securities
CPA Tzachi Iron, joint CEO of Psagot Equity, holds a bachelor’s degree in economics and accounting (BA) and a master’s degree in business administration (MBA) with specialization in financial management from the Hebrew University of Jerusalem. In the past, he served as a partner in a large CPA firm and as the director of the tax department. Graduated from the Ministry of Finance (Chief Economist Division) and the Tax Authority with specialization in the fields of Israeli and international taxation. Serves voluntarily as chairman of the audit committee at the Akimm Guardianship Association. Voluntarily serves as chairman of the finance committee in the local Moza Ilit committee. Married and father of 2, runs marathons and ultramarathons in Israel and abroad.
Tzachi Iron
Joint CEO at Psagot Equity Joint CEO at Psagot Securities
Prior to founding Psagot Equity, as a CPA (MBA), Tsachi led the tax department in the position of a partner at one of Israel’s leading accounting firms. Specializing in corporate taxation and forensic auditing, he brings a wealth of experience in tax consulting and financial accounting.