Meet our Team
Our team work hard to implement and develop an investment risk report for you. Our experience research team created report that’s personalized for different type of investors.
In the past two decades, acting as portfolio managers and risk experts, we found that investors progress with time and technology would like to receive thier portfolio risk reports online.
Our software transform our teams expertise and best thinking into risk reports helping you understand a portfolio risks in clear, easy and comprehensive visual way.
A Team of Experts Behind the Wheel
Avi Sharir
Mr. Avi Sharir is the firm’s Chief Business Officer and Co-Founder. Expert in Financial risk management, investments Models and asset allocation with extensive practice in financial trading and engineering include derivatives. In the last 25 years worked for banks, Investment houses and private consulting firms as trader mostly in derivatives FX and interest rate. In the last decade serve as a risk manager and advisor for pension and provident funds. Hold a B.A. in Economics and Management, major in Finance and Economics.>
David Zohar
Co-founder & CEO
Mr. David Zohar is the firm’s Chief Executive Officer and Co-Founder. Financial Security Advisor and Entrepreneur, combining financial advice with extensive technology experience to develop technology solutions for financial services. Over 21 years experience with startups (Interwise – Today AT&T Connect) and fortune 500 technology companies (Microsoft, CompuCom Systems). Hold a B.A. in Economics and Management, major in Finance and Economics.