About Us
Your trusted partner in
wealth management
Meet the Team
Backed by deep expertise across investments, private banking, and real estate, our team provides tailored guidance designed to support your family’s financial objectives across every platform.
Neer Hodorov
Founder & Chief Executive Officer
Neer has over 19 years of leadership and experience in trading and wealth management, beginning his career in proprietary stock trading and later managing HNW and UHNW client portfolios at Oppenheimer, Bank Leumi, and Royal Bank of Canada across multiple asset classes. He founded Magen Wealth Management LLC in 2015 to deliver comprehensive, fiduciary, and client-focused investment management services, and holds an MBA from the University of Florida and a BBA in Finance and Investments from The Zicklin School of Business at the City University of New York (Golden Key Society Honors).
Or Chen Hodorov
Chief Financial Officer
Or has over 14 years of leadership experience across multi-jurisdiction financial, accounting, and academic roles, advancing from research and audit positions at the Hebrew University of Jerusalem and Ernst & Young to senior lecturing roles in auditing. She later served as CFO of Aviv Arlon’s publicly traded European subsidiary and Acting CFO of Insite Development Group before joining Magen in 2023 as CFO and a senior member of the Investment Committee. Or holds an MBA and a BBA in Accounting and Communications from the Hebrew University of Jerusalem (both Dean’s List), is a Certified Public Accountant in Israel.
Omri Hodorov
Omri has over 13 years of experience in fixed income and portfolio management. A cum laude graduate of Columbia University with a dual degree in Economics and Computer Science, he held senior roles at Morgan Stanley and Cantor Fitzgerald, managing Emerging Markets bond and credit derivatives portfolios and advising global institutional clients across the U.S., Europe, and Latin America. In 2019, Omri founded and led a fixed income strategy at Barak Capital, overseeing Investment Grade and High Yield portfolios and integrating AI-driven investment processes. He joined Magen Wealth Management in 2024 to lead investment strategy and support the firm’s global expansion.
Isaac D. Btesh
Client Acquistion
Isaac brings 26 years of retail and wholesale experience across consumer electronics, apparel, and building materials, notably serving as a vital liaison for Tommy Hilfiger’s Latin America and Caribbean distributor, bridging leadership between New York headquarters and regional teams. Well respected in Panama’s business community, he has cultivated strong industry relationships, served six years on the local Jewish community board, and holds a BA in Business Administration with a focus on Entrepreneurial Management from the University of Pennsylvania.
Guillermina Torres
Client Coordinator Associate
Guillermina brings 16 years of quality auditing experience in the automotive sensor manufacturing industry, combined with a background in Information Systems Engineering and a Master’s in Quality Assurance, to enhance financial operations and client experience at Magen Wealth Management. Fluent in English and Spanish, she supports clients with precise portfolio management, data-driven insights, and seamless operational execution.
Jaime Acherman
Client Associate
Jaime Acherman is a finance professional with experience in real estate investment analysis, financial reporting, and market research. He holds a Finance degree from Yeshiva University, is a licensed Florida Real Estate Sales Associate, and has worked as an Investment Analyst at SROA Capital and as a Financial Analyst at The Service Companies. Jaime brings a disciplined, data-driven approach, with strong analytical skills and advanced Excel proficiency. He is fluent in both English and Spanish.
Our Approach
How we serve you
Transparency
Listening & Learning to YOUR Goals
Fiduciary and Professional Unbiased Advice
Collaboration
Cost Analysis
Research & Analyze
Our Background
Well-rounded expertise
Magen Wealth Management is a registered investment advisor, inspired by our clients and founded to address their need for an unbiased independent consultant. Magen's mission is to help our clients define and meet their financial goals through customized wealth management services. We free our client families' from the day-to-day burden of managing their financial investments to focus their time on what matters to them most.
How We Serve You
Fiduciary and Professional Unbiased Advice
As your fiduciary, we put you first, front and center. We work for you, our clients. We are exclusively compensated by our clients and therefore are fully aligned with our clients’ interests. This assures you that our independent advice has your benefits first, front and center.
Listening and Learning YOUR goals
We take the time to learn and understand your and your family’s specific needs and goals.
Research and Analyze
By analyzing the specific financial aspects of your wealth, we can focus on a strategy that is right for you while determining and avoiding exposure to unwanted risks. Our process seeks to identify overlooked efficiencies and opportunities.
Transparency
You will receive detailed reports and cost schedules, no surprises!
Cost Analysis
Your custodians and service providers may be misallocated. We work to reduce your costs with your custodians and services providers, allocate the assets or services to the most efficient provider, and optimize your overall costs, improving your portfolios’ performance.
Collaboration
We orchestrate a collaborative ecosystem, bringing together all you custodians, service providers, and reporting. Collaboration means you will have better access, efficiencies, and understanding of your portfolio and financials.