PROJECTS
INVESTMENT TEAM
Karen Schwok
Founder & CEO
Karen Schwok has more than 23 years of experience in wealth management and multi-family office advisory.
From 2011 to 2017, she served as CEO of Pictet Wealth Management Israel, representing Banque Pictet & Cie SA, Switzerland’s third-largest private bank. Previously, she established and managed the Institutional Clients Desk at Bank Leumi, overseeing portfolios of more than USD 30 billion, and served as a Portfolio Manager and member of the International Investment Committee at Psagot Ofek.
Karen holds an MBA in Finance from Tel Aviv University, and has been licensed as a Portfolio Manager by the Israel Securities Authority since 2004 (License No. 6337). She advises entrepreneurs, multi-generational families and non-profit organizations on global portfolio architecture, governance and long-term wealth continuity.
Karen has been recognized for her leadership in the financial industry, including:
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Serving as an Expert Judge for the Globes “40 Under 40” Leadership Project (2025)
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Named among Leading Women in Finance by Calcalist (2025)
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“40 Under 40” by TheMarker (2016)
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Top Ten Senior Executives Alumni – Tel Aviv University (Banking & Finance, 2016)
She has served on the boards and advisory councils of:
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Chamber of Commerce Israel–Switzerland & Liechtenstein
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Association of Foreign Banks in Israel
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Board of Advisors, Tel Aviv University Alumni Association
Today, Karen leads Lucid Investments with a focus on clarity, independence and thoughtful long-term stewardship of wealth across generations.
OUR
ADVISORY BOARD
The wealth management landscape is evolving rapidly.
Our Advisory Board provides perspective, insight and judgment as we navigate the opportunities and challenges of the coming decade.
Its members bring extensive experience in macroeconomics, risk management, credit analysis, tax structuring and wealth planning. Their guidance supports our strategic thinking and helps us refine our investment philosophy and decision-making frameworks.
The Advisory Board meets periodically throughout the year to discuss:
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Strategic investment considerations
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Economic and market developments
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Cross-border and tax-related planning themes
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Business development and best practices
Advisory Board members do not hold executive roles within Lucid Investments and do not assume fiduciary responsibilities.
Their role is to offer independent perspective and informed counsel.
Miri Ben Yehoshua
Miri is an experienced Credit & Risk Management expert, serving as Member of Credit Committees and as Risk Manager at leading Institutional players in Israel - such as the Hebrew University Endowment fund and Atudot Pension fund.
Prior to that, Miri served as the Chairwoman of the Investment Committee at Clalit Healthcare Endowment fund. Miri is also serving as Director and member of the Audit Committee at Sunflower Sustainable Investments (TASE:SNFL).
Miri served as Deputy CEO at Union Bank (2000-2004).
prior to that, she served as Executive Vice President at Mercantile Discount Bank (1995-2000) and Senior Advisor to the Treasury Capital Markets Supervisor (1991-1993) and Senior Economist at the Bank of Israel (1980-1990).
Miri is also a Senior Lecturer at the Israeli Financial Institute (IFI)
Danny Fishman
Co Founder and CEO, Gaia Real Estate a U.S Investment & Asset Management Company and V.C based in NYC. Gaia has $3 Billion of assets under management with ~ 18,700 residential units and office buildings.
Gaia invest alongside leading global insurance companies, pension funds, private funds, foundations, and high net worth individuals, offering investors attractive risk-return adjusted opportunities.
Gaia is also actively investing and promoting proptech start ups aiming to disrupt the real estate industry.
Co-Founder of the Tamir Fishman Group since its foundation in 1996.
Full service investment bank with 180 employess and $6B under management and SOP operation with 60,000 clients. One of the founders of few Venture Capital funds.
In the past he served as Executive Vice President of Y.L.R. Capital Markets Group. In that position, he established and managed private equity funds ,also engaged in investment banking activities locally and internationally.
Previously, Danny was co-head of the privatization unit of the Israeli government, leading privatization processes of large government companies. In this capacity, he represented the government on boards and committees of many such companies.
Prior to this, Danny served as the Real Estate Representative of this same government unit, serving on boards of real estate, construction, infrastructure, rental and development companies, as well as investment and finance committees, evaluating projects and lands for sale.
Danny earned a B.Sc. in Economics & political Science and an M.B.A. in Finance and Accounting from the Hebrew University of Jerusalem.
Gabriel is the Founder and Chief Investment Officer at Quintessential Capital Management.
Quintessential Capital is long/short global equity fund established in 2008 in New York and focused on value investing.
The fund strategy consists in building a concentrated portfolio of high-quality securities, acquired opportunistically when fear, uncertainty or complexity create a significant gap between price and intrinsic value.
Gabriel holds a B.A. from London School of Economics and an M.B.A. from SDA Bocconi, Milan. Gabriel also completed Executive Education Program (USA) in Value Investing at Columbia University.
Gabriel is a regular contributor to the leading financial media Financial Times, Bloomberg and Forbes. Gabriel is also a member of Forbes Finance Council.
Gabriel Grego
Giora Zarenchansky
Giora has held prominent roles in the financial industry for several years. Since 2016, he has served as a director at leading financial institutions, including Yalin Lapidot mutual funds, Leumi compensation fund, and Agur Educational fund for high school teachers.
Prior to this, from 2011 to 2016, Giora was the Chief Investment Officer at Amitim pension funds, which is the largest institutional entity in Israel (USD 110bn AuM).
Earlier in his career, from 2006 to 2011, he served as the CEO of Yashir Investment house, and from 2002 to 2006, he held the position of CEO at Clal Provident funds.
Giora's educational background includes an M.B.A from Tel Aviv University.
