Who we are
Maven WM team includes a total of 8 employees with experience accumulating to dozens of years in their respective field of expertise, focusing on analysis, investment, supervision and control. The company was established and is now run by Ori Stanek and Ran Rubinstein.
Ran Rubinstein – Managing partner
Ran has 20 years of experience in the investment world and is a wealth management expert. in the wealth management field.
He has held senior positions at the Swiss investment bank UBS and specialized in consulting to HNW and UHNW clients and institutions.
Prior to his work at USB Ran served in a variety of investment and management positions at Clal Finance Batucha Investment Management, including management of the investment department for corporate and premium clients with NIS 5 billion in total assets.
Ran holds a bachelor’s degree in Business and Economics from Bar-Ilan University and an MBA with a specialization in Financial Management and Capital Markets from Tel Aviv University, both with honors.
Ran holds a portfolio management license and a Swiss Wealth Management diploma.
Ori Stanek - Managing Partner
Ori has 20 years of experience in the wealth management and family office fields.
He has held senior positions at the Swiss investment bank UBS and specialized in consulting to HNW and UHNW clients and companies.
Prior to his work at USB Ori served in a variety of investment and management positions at Clal Finance Batucha Investment Management, including investment portfolio management for corporate & premium clients and management of the trading department. He also developed and managed long-term savings activity.
Ori holds a bachelor’s degree in Economics, graduating cum laude, and held an associate professor position. He earned an MBA with honors with a specialization in Financial Management and Capital Markets from Bar-Ilan University.
Ori holds a portfolio management license and a Swiss Wealth Management diploma.
Arie Goren – senior global Analyst
Arie has 40 years of experience in the financial market world, specializing mainly in commodities and the global stock markets.
He worked as a senior global analyst since 2003, at Paragon, Call Finance and Sigma Wealth Management/ ANDBANK GROUP before coming to Maven Wealth Management.
Arie has written numerous articles on investment issues for well-known financial websites and financial newspapers.
In January 2015, he was ranked among the world’s top 10 financial bloggers by TipRanks, which holds financial experts accountable for their recommendations by disclosing their stock ratings since 2009.
Yehuda Halfon – senior alternative analyst
Yehuda is a certified public accountant (IL).
He holds a bachelor’s degree in Economics and Accounting from the Hebrew University in Jerusalem and an MBA with honors.
He has 15 years of global executive management experience and brings an in-depth understanding of analyzing business opportunities and conducting thorough due diligence.
Oren Shapir – Chief Risk Officer
He is an economist with a background in mathematics and computer science and has been with Maven WM since its founding.
He is tasked with adopting, developing, and evaluating financial analysis methodologies, and with applying them to both back-office and reporting systems in order to mitigate operational risks.
Irena Sidoy – Back Office Manager
Irena has 8 years of experience as a private banking client relationship manager and as a credit officer in the Wealth Management department at Bank Leumi and at Bank of Jerusalem.
She holds a bachelor’s degree in Management from Ben Gurion University and an MBA in Business Management with a specialization in Banking and Finance.
Maayan Shany – Administrative Manager and Back Office
Maayan is the firm’s Administrative Manager, with over 8 years of experience in office management and back office support.
As part of her work she is responsible for day-to-day office management, including client service, data processing and client reports.
Maayan holds a bachelor’s degree in Education with honors from Kibbutzim College of Education, Technology and the Arts and has experience in special education and remedial teaching.
Didi Eldan – Back Office
Didi is part of the firm’s back office team and brings 14 years of capital market experience.
She worked at Clal Finance and specialized in mutual fund marketing and regulation.
Didi also worked at a trust company where she monitored work processes and regulations.