Pioneer Wealth Management
Yuli Petreikov is a seasoned finance professional with over a decade of experience in investment management and portfolio strategy. Currently serving as Senior Portfolio Manager and Head of ESG at Pioneer Wealth Management since March 2015, Yuli focuses on promoting ESG investing and developing ESG portfolios aligned with the UN Sustainable Development Goals. Previous roles include Investment Manager and Investment Analyst, where Yuli designed tailored portfolios and conducted extensive research on asset allocation and trading strategies. Contributions to SharingAlpha as a fund research contributor and a Finance Analyst position at MNS Consulting IL further demonstrate Yuli's expertise in cash flow projections and financial analysis. Early career experiences include managing key accounts at tmura Insurance agency and serving as a Sergeant in the Israel Defense Forces, showcasing leadership and operational skills. Yuli holds an MBA from Esade and a Bachelor's degree in Management with a focus on Finance from Ben-Gurion University of the Negev.
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Pioneer Wealth Management
Since 1986, Pioneer Wealth Management - an independent and private company - has been providing expert financial services, such as Holistic Financial Planning, Portfolio & Wealth Management and Family Office services, to high-net worth businessmen and ultra high-net worth families in Israel and around the world. When you partner with Pioneer you access multiple layers of expertise you can rely on, to provide you with a highly customized service. The essence lies in our conflict-free, fee-based model – we only get paid by our clients, so we always have your best interests in mind. WHAT MAKES US DIFFERENT? ✔ We are independent & objective – our sole focus is our clients’ needs. ✔ Pioneer does not have any proprietary funds or products. ✔ Our clients always retain control of their assets. ✔ We honor absolute client confidentiality. ✔ Our long-term relationships with financial institutions worldwide and negotiation power mean lower fees to our clients. You are welcome to contact us and weI'll be happy to assist you with any question you may have. Visit Our Website: http://www.piowealth.com/ Call: ☎ +972-9-9611-300 Email: ✉ info@piowealth.com