Our Management Team
At Moshe Jonas Investment Management Ltd., we have a team of experienced investment managers with a rich background in personal and in-depth financial management.
We specialize in accurately identifying and defining each client’s financial needs – based on age, family status, employment, assets, and individual risk profile.
All our investment managers hold valid licenses from the Israel Securities Authority and operate according to the highest professional standards to build a personalized investment portfolio.
Our work is carried out with a holistic approach through personal face-to-face meetings, during which a unique investment strategy is built for each client.
We maintain close, ongoing, and continuous contact with our clients, providing full availability, quick responses, and down-to-earth service – out of genuine commitment to their success.
Moshe Jonas - Founder and Chairman of the Investment Firm
Moshe Jonas, born in Denmark, immigrated to Israel and is a graduate of the Hebrew University of Jerusalem.
He has over 40 years of experience in investment management and capital market research in Israel, with long-standing expertise in managing private investment portfolios.
From 1984 to 2003, he served as the manager of the Jerusalem branch of the brokerage firm Moritz & Tuchler.
Following the acquisition of the company by the Direct Insurance Group in 2003, Mr. Jonas continued to manage the branch for the new owners until the end of 2006.
In parallel, between 1999 and 2006, he served as a Director and a member of the Investment Committee of Moritz & Tuchler Mutual Funds, a role he continued to hold under the new ownership of Yashir Fund Management Ltd.
In 2006, he founded Moshe Jonas Investment Management Ltd. with a vision to offer highly professional, independent, and personalized investment services.
Between 2009 and 2025, Mr. Jonas was a member of the board of the Israeli Association of Investment Managers.
Limor Shaal - COE of the Investment Firm
Limor Shaal serves as the CEO of the investment firm, bringing with her approximately 20 years of experience in the Israeli capital market, with expertise in managing private investment portfolios and tailoring personal financial solutions for clients.
Limor holds a Bachelor’s degree (B.A) in Economics and Political Science from Ben-Gurion University and a Master’s degree (M.A.) in Law from Bar-Ilan University. She is licensed as a portfolio manager by the Israel Securities Authority.
Since 2025, Mrs. Shaal has been a member of the board of the Israeli Association of Investment Managers.
Since joining the investment firm in 2006, she has been working with a deep commitment to transparency, professionalism, and personal guidance for the firm’s clients.
Henry Klausner – Portfolio Manager
Born in London, England, Henry holds a B.Sc. in Economics from University College London (UCL).
Henry brings extensive experience from financial institutions in both England and Israel, having served as a foreign exchange trader, investment manager, and Head of the International Department at The Israel Shipping Bank Ltd.
From 1988 to 1995, he was a member of the Israel Foreign Exchange Association.
He holds a portfolio management license from the Israel Securities Authority.
Henry operates with a professional and cautious approach, focusing on each client’s individual needs.
Elad Aviv – Portfolio Manager
Elad Aviv has been a portfolio manager at Moshe Jonas Investment Management Ltd. since 2022 and holds a portfolio management license from the Israel Securities Authority. He has been managing private investment portfolios since 2019 and is currently pursuing a degree in Economics at the Open University of Israel.
Elad combines precision and data-driven accuracy with strategic, long-term thinking and technological innovation. His goal is to make responsible and well-founded investment decisions tailored to each client’s needs, with an analytical and value-oriented approach.