Matthias Teig, CFA

President

E: matthias.teig@cfasocietyswitzerland.org

Matthias is a founding partner at Rothorn Partners, a Geneva based research and advisory firm. After starting his professional career with Allianz Global Investors in 2001, he moved into a structured products sales role with Barclays Capital in 2005. Later, he had a position in the Key Clients team of Barclays Wealth, where his role was to originate investment banking business from the largest and most sophisticated private banking clients. At Rothorn Partners, Matthias focuses on fundamental research to identify idiosyncratic investment ideas with an asymmetric risk return profile. The firm advises a Luxembourg domiciled alternative investment fund. Matthias has a Diploma in Economics, Languages and Cultural Area Studies from Passau University and is a CFA Charterholder. He has been a volunteer for CFA Society Switzerland since 2014 and was Co-Chair of the Continuing Education Committee in 2018 and 2019. He joined the Board in 2018.

Sandra Cafazzo, CFA

Vice-President

E: sandra.cafazzo@cfasocietyswitzerland.org

Sandra is Head of Sales & Marketing Switzerland and a Member of the Executive Committee at Robeco Switzerland Ltd. Prior to joining in 2020, she was Senior Vice President at PIMCO Switzerland focusing on business development and client servicing for institutional clients. Prior to that, she held sales positions at Merrill Lynch and Wellington Management in London. She began her career at UBS in 2001 in a rotational program and later managed multi-asset portfolios. Sandra holds an MBA from London Business School and a Bachelor from University of Applied Sciences in Zurich (HWZ). Sandra is a CFA® charterholder since 2012 and joined the board in 2019. She further serves as a board member of Swiss Sustainable Finance

Olivier P. Müller, CFA

Secretary

E: olivier.p.mueller@cfasocietyswitzerland.org

Olivier has more than 18 years of financial services industry experience, and also broad leadership experience. He holds a Master of Science in Business and Economics, has been a CFA Charterholder since 2006, is a CAIA Charterholder as well as a a FRM Charterholder. Oli has been with Credit Suisse since 2002 in many roles, including portfolio management, trading research, equity and credit research, investment strategy and most lately he was Head of Investment Delivery, working on advisory and discretionary solutions as well as investment communication. He has been a volunteer since 2009 with CFA Society Switzerland and CFA Institute, working with two colleagues on the CFA Institute Research Challenge and University Relations, as well as on smaller assignments. He is a Swiss citizen, lives in the city of Zürich, speaks German and French, both native, as well as English.

Sanjeev Karkhanis, CFA

Office and Staff Officer

E: sunny.karkhanis@cfasocietyswitzerland.org

Sanjeev is a Non-Executive Director of Yoello, a FinTech startup, based in the UK. Sanjeev is Founder and CEO of WIR Advisory AG (www.wir-advisory.com) with a focus on wealth advisory, fintech and impact investments and risk management.  Sanjeev has expertise in digital transformation, M&A, global markets, ESG, risk and audit, and is passionate about business ethics, philanthropy and helping others achieve their goals by ensuring responsible growth. Sanjeev is currently an Advisory Board member on the Swiss Impact Investment Association for ESG and is a Guest Lecturer at St Gallen University. 

After 28 years at UBS Sanjeev’s last role was as Group Managing Director & Senior Global Advisor of Ultra High Net Worth for the Wealth Management division. He played a pivotal role in the leadership team providing senior client coverage to grow the business in Global Family offices as well as technology-based new economy clients in China. Prior to this Sanjeev was on the Executive Committee of the Global Wealth Management Committee and Chief Risk Officer APAC for UBS Wealth Management during which time he was Chair of the Risk Committee, and Member of the Executive and Operating committees, he had oversight of the firm's operations in 13 countries across 60 legal entities.

During Sanjeev’s career at UBS he was a Non-executive Director on the board of UBS Canada, and he was previously a Board Trustee of the Lifeline Center for Child Development in New York City. Sanjeev is a licensed CPA and CFA, and he holds academic qualifications from New York Stern University and additional certifications from Harvard University and Insead. Sanjeev is American and has worked for ten years in the UK/Switzerland, seven years in Japan, four years in Hong Kong. He lives in Zurich and travels regularly to Hong Kong, the US and the UK.

Recently, he has joined the Board of 21 Finance which provides digital software solutions for financial institutions looking to expand their distribution capabilities.

Cyrill Moser, CFA

E: cyrill.moser@cfasocietyswitzerland.org

Cyrill Moser started his career in finance as an equity analyst for Swiss Bank Corporation in 1992. He joined Merrill Lynch in 1998 and helped to build up their Swiss Equity research team in London. In 2000, he joined UBS Investment Bank as Head of Swiss Equity Sales and was responsible for the distribution of the Swiss equity product to institutional clients and family offices. In 2010, he was asked to join UBS Wealth Management to lead the private bank’s global equity sales teams based in Switzerland, Europe and Asia. In 2010, he became responsible for the private bank's global foreign exchange distribution team before re-joining UBS Investment Bank in 2020 to run their EMEA equity & fixed income sales efforts. Cyrill left UBS in 2022 and has joined the management team of Zurich-based Fintech company ZWEI Wealth AG as a Partner and Head of Provider Management. He holds a master's degree in Banking & Finance from the University in Basel as well as a bachelor's degree in Sports Management from Keiser University in Florida, US. Cyrill has been a CFA Charterholder since 2000 and has been active in various CFA volunteering roles since 2019. In 2022, he became the chair of the Member’s Committee for the CFA Society Switzerland.

Steve Rodgers, CFA

E: steve.rodgers@cfasocietyswitzerland.org

Steve is founder and owner of Kanoa Consulting providing financial services advice. Prior to moving to Switzerland in late 2018, he served as Chief Investment Officer & Executive Vice President at Bank of Hawaii in Honolulu. He managed an investment team there that oversaw over $7 billion USD of discretionary assets for institutional and high new worth clients. Prior to that he worked in the bank’s Treasury department managing the bank’s asset/liability analytics, investment portfolio, as well as collateral, liquidity, and F/X exposures.

Steve received his BA degree from Amherst College in Massachusetts and his MBA degree from the University of Hawaii at Mānoa. He also served on the board of CFA Society Hawaii for 12 years and as its President from 2011-2013. He has been an active volunteer for CFA Society Switzerland since arriving here.

Jian Shi Cortesi, CFA

E: jian.shicortesi@cfasocietyswitzerland.org

Jian is a fund manager of Asian equities at GAM Investment Management (Switzerland) in Zurich and is responsible for two China / Asia equity funds. Jian was educated in China and the United States and has worked in China, the United States and Switzerland. For most of her career, she has worked on Asia / China investing, first as an equity analyst, then as an investment strategist and a fund manager. She started her career as an assistant editor at Dow Jones in Beijing. Jian Shi Cortesi holds a Bachelor degree in International Business from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She obtained her CFA Charter in 2005 in the United States. She has been living in Ticino since 2009 after marrying her husband, a CFA Charterholder whom she met at the CFA Annual Conference. Jian has been a volunteer with CFA Society Switzerland since 2012. She joined the Board in 2018.

Ioana Basca, CFA

E: ioana.basca@cfasocietyswitzerland.org

Ioana holds a Master of Science in Finance from the University of Lausanne. She completed her training and successively acquired the titles of Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and finally Actuary SAA. She began her career with Vaudoise in November 2009. In May 2013, she was appointed Head of Risk & Operations within the Asset Management unit. In January 2018, she joined the Actuarial & Reinsurance department as Deputy Head of the Life Actuarial Services unit, while retaining responsibility for establishing the Group's strategic asset allocation. Since 1 January 2020, Ioana is the Head of the Life Actuarial Services unit and also responsible actuary for the life insurance company within the Vaudoise Group.