Tandem Capital is a well-established, privately owned investment house that specializes in global portfolio management. Our motto, “your gateway to global markets” is based on our being Israel’s leading firm in managing global investments. Tandem Capital’s unique approach is to provide a personal and quality relationship to our customers. Our experienced staff of financial professionals specializes in the analysis of global markets.
Erez Britt – Founder and CEO
Erez brings more than 20 years of experience in the fields of finance, economics and asset management. Erez started his career in the capital markets at Koor Investment House as a Portfolio Manager and Client Relationship Manager. Erez developed comprehensive relationships with major institutional investors and wrote micro-analytic reports. Erez subsequently joined Ofek Securities, one of Israel’s largest Asset Management Companies and subsidiary of Bank Leumi. since 2000, Erez has led the co. Since inception, Tandem capital has established strong relations with Israel’s top tier Institutional Investors and major International banks. The firm has established a large client base of High Net Worth Individuals seeking expertise in global asset management. Over the years Erez’s reports have been published and he has been interviewed periodically in major papers and other media.Erez holds an Executive Masters Degree in Finance from the Zicklin School of Business, The City University of New York. Erez is a licensed Investment Portfolio Manager with the Israel Securities Authority.
Aaron Leitner – Deputy CEO & Partner, Global Investment Strategist, Head of Institutional Services
|Aaron started his career on Wall Street, in 1986, as a Financial Consultant with Shearson Lehman Brothers and later became a Portfolio Manager with Prudential Securities until his return to Israel in 1995. From 1995, Aaron was Global Portfolio Manager for Bank Hapoalim’s Provident Funds Group asset management firm; Gmulot. Aaron also served as a consultant for Bank Hapoalim’s strategic committee for the establishment of its private banking division. He subsequently joined Robertson Stephens Evergreen as Head of Institutional Sales & Service. He later joined Lehman Brothers’ launch of its Israel Investment Management Services working with Institutional, Private Banking, Corporate and VC clients. Prior to joining Tandem Capital, Aaron was Executive VP with Financial Guardian; Israel’s first multi-family office. Aaron joined Tandem Capital in March, 2005.Aaron holds a Bachelor of Arts from Rutgers University. He was Series 7, 63, 65 & FSA licensed in the United States and U.K. Aaron is a licensed Investment Portfolio Manager with the Israel Securities Authority.|
Ronen Halpern – Deputy CEO & Partner, Head of portfolio management services
|Ronen brings with him over 15 years of experience in investment management. Ronens career in the capital markets began at Modus Selective; part of the First International Bank Group. While there, Ronen managed institutional and private client portfolios, published economic research reports for institutions and was a member of the investment committee. In 2005, Ronen left Modus Selective and co-founded Supreme Capital Markets; a company specializing in global investment management and advising. At supreme, Ronen started as Senior Investment Manager and late on became Deputy CEO/Business Development & Marketing. In this capacity, Ronen established strategic affiliations with international financial institutions, created and managed contact with European banks and developed strong relations with Europes private banking sector. In addition, in recent years, Ronens articles and global research reports have appeared in leading financial newspapers and websites.Ronen has an Executive MBA, specializing in financing and financial engineering, from Hebrew University, Jerusalem. Ronen is an ISA licensed Investment Portfolio Manager & a Certified Financial Planner TM – CFP®|
Natalie Sharon- Operations Manager
|Natalie brings with her over 15 years of experience in the banking sector. She started her career in the banking sector at the Bank Hapoalim in-house management course in 1995. During her years with the bank, Natalie served as an investment advisor and later managed the Poalim Zahav department at a central branch; where she provided investment advice to institutional and private clients as well as managed an array of services provided to foreign investors at the branch. In the years that followed, Natalie worked in various positions both in the corporate and private sectors. Her duties included brokerage services to institutional and private clients and managing a trade desk. Natalie holds a bachelor degree in social sciences economics, logistics and organizational systems from Bar-Ilan University.|
Yulia Vaiman – Global Macro Analyst
|Yulia has about 10 years of experience in macro-economic and political risk analysis. She started her career at ASHRA (The Israel Export Insurance Corp. Ltd) as an economist responsible for macro-economic, financial and political risk assessment of countries and sub-sovereigns. Yulia wrote analytical reviews and presented her conclusions with regards to her risk level assessment to ASHRA management as well as to decision-makers within Ministry of Finance. She was responsible for coordinating corporate alliances, which included business information exchange with international companies in the same sector as well as analyzing insurance policies of peer companies. Yulia holds an MBA degree from Tel Aviv University and a B.A in Economics and Political Studies from Bar-Ilan University (cum laude).|
Ilan Wolfson - Senior Portfolio Manager
Member of Tandem’s investment committee. Ilan holds a B.A. in Banking and Capital Markets from the Netanya Academic College (summa cum laude). During his degree, Ilan participated in an MBA program of excellence in China at International Business – Sichuan University, Chengdu. Ilan holds a portfolio manager license from the Israeli Securities Authority and Pension Counselor license from the Ministry of Finance.
Sergio Wainstain - Senior Portfolio Manager
|Sergio has BA in Economics and Masters in Business Management from Bar Ilan University. Sergio has more than 20 years of experience in roles in the domain of investment management, banking and economics research in capital markets. Sergio’s prior roles were at Psagot Mutual Funds, Menora-Mivtachim, Ilanot, Yashir, Silver, Union Bank, Bank of Israel, National Consultants.
Sergio joined Tandem Capital in December 2018.
Dr. Ido Kalir - Applied Research Consultant
In Finance from the University of Tel Aviv. Published a number of studies in the field of long-term investment. Scientific advisor in the institutional market, interest rates, and Shashinsky Committee pension scheme structure. The center of excellence in insurance and long-term savings to finance researcher at the Academic College and the University of Göteborg in Sweden.
Or Zinderman - Investment Manager/Analyst
Or holds a BA in Economics and Management and is an ISA Licensed Investment Portfolio Manager.
Dan Shmilovich- Quantitative Investment Analyst
Dan is responsible for quantitative research at Tandem Capital. In his role, he has been responsible for examining global investment ideas for the broad range of financial services that Tandem provides. He also was involved in the company’s development of global corporate bond investments. Dan is a member of Tandem Capital’s investment committee. Dan has 5 years of experience in the field of investments and credit. Previously, he served as a business banker and head of the problem debts team at Discount Bank.
Dan has a BA, with honors, in Banking and Capital Markets from Netanya Academic College and he has an MBA in Business Administration, in Hi-Tech Entrepreneurship, from Ben-Gurion University.
Asaf Sion Operation Manager- GB-Fund
Asaf is with experience from Banking and financial institutions like Bank Discount, Excellence Nessuah and In his previous position he served as CDD ANALIST in the Operations Department of HSBC Bank Israel.
As part of this role he Specialized in several areas, like: Background checks with local and global systems, Reporting transactions of Trading room to customers, checking reports of money laundering regulations.
He is with B.A degree in business managing and M.B.A degree in business managing with specialization in project management with Honors from Netanya Academic College.
Natalie holds both a BA and MBA in Finance with academic excellence recognition from The Kiryah Academic College. Natalie is an ISA licensed Investment Advisor.