Ulrike Kaiser-Boeing, CFA

President

E: ulrike.kaiser-boeing@cfasocietyswitzerland.org 

Ulrike is the Country Head Switzerland for Degroof Petercam Asset Management. Prior to this she worked in different business development and client relations roles at Carnegie Fund Services Limited in Geneva, at Bank SYZ, and at Candriam (formerly Dexia AM) heading the Swiss Branch. She started her career as an equity analyst and later as a relationship and project manager in the institutional business at Lombard Odier. After earlier turns on the Board, she rejoined the Board in 2014.

Eugene Skrynnyk, CIPM

Treasurer

E: eugene.skrynnyk@cfasocietyswitzerland.org

Eugene is a Director in Global Wealth Management at UBS. Previously he was a client advisor working with high net worth individuals and also manager of strategic projects at two family offices. Before this Eugene worked for Ernst & Young advising clients in Europe and Africa on financial services regulations. He was also a lead analyst for relative return investment programs at UBS in Switzerland and worked as a credit analyst at Bank of America in Canada. Eugene holds a Bachelor of Commerce degree from the University of Toronto and a Master of International Law and Economics from the University of Berne. 

Eugene started to actively volunteer for CFA Society Switzerland in 2008 in the Continuing Education Committee and then project managed the first Swiss Pensions Conference and the Generations Conference in Switzerland. He passed level II of the CFA program and joined the Board in 2018.

Jian Shi Cortesi, CFA

Secretary

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.

Anthony Cagiati, CFA

Office and Staff Officer

E: anthony.cagiati@cfasocietyswitzerland.org

Anthony is a Partner at Sound Capital Ltd., Zurich, and a Member of the Executive Board at Alliance of Swiss Wealth Managers. Anthony has in-depth know-how in the area of private banking in Switzerland as he served for many years in senior positions at Bank Leu / Clariden Leu. In 2012 he played a crucial role in the set-up of Metropol Partners / Sound Capital Ltd., an independent wealth manager. Anthony was engaged with CFA Society Switzerland and CFA Institute in various functions including founding member of the board of and later President of CFA Society Switzerland and member of the Board of Governors at CFA Institute. Anthony holds an MBA from Babson College. He joined the Board in 2016.

Peter Neumann, CFA

Past President

E: peter.neumann@cfasocietyswitzerland.org

Peter is Global Commercial Finance Director at Markem-Imaje in Geneva. Previously he has been regional CFO at Ansell in Brussels leading the EMEA & APAC Finance & Accounting organization. Before, he held various senior finance positions at Procter & Gamble, including managing the global supply chain Finance team, the business planning group for one region, the finance team for one major luxury brand, the M&A strategy for P&G’s luxury business and global controlling of the packaging purchasing organization. He started his career at J.P. Morgan in 1994 where he completed a banking training program leading to the German banking degree “Bankkaufmann”. Peter also holds two degrees from the University of Passau: an MBA as well as a Master of Computer Science. He is a German citizen and has two daughters. Peter has served on the Board since March 2011.

Sandra Cafazzo, CFA

E: sandra.cafazzo@cfasocietyswitzerland.org

Sandra Cafazzo is Head of Sales Switzerland at RobecoSAM. 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. She 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.

Sheila Ohlund, CFA

E: sheila.ohlund@cfasocietyswitzerland.org

Sheila is the Founder and CEO of Attavita Financial Services GmbH, which focuses on establishing the appropriate investment risk levels for individual investors. Previously, she was a Partner at SBC Brinson, and following its merger with UBS, was a strategist and portfolio manager. Prior to this, she was Executive Director and Head of Research at Rothschild Bank. She had earlier been a member of the global equity investment team at American Express Global Asset Management in London. Sheila began her career at Price Waterhouse as a Certified Public Accountant (CPA). Sheila has a Master’s degree in Economics from the London School of Economics, a Master’s degree in Finance from the Sloan School of Management at 11 the Massachusetts Institute of Technology (MIT), and an Entrepreneurship and Innovation Certificate from Stanford University. She has served on the Board since 2014.

Patrick Ranzijn, CFA

E: patrick.ranzijn@cfasocietyswitzerland.org

Patrick is Managing Partner at Orange Cherry Venture Capital, a boutique VC with an active role in its portfolio companies, e.g. Patrick is CEO/CFO of several companies, as well as actively engaged with numerous other investments. He is on the Advisory Board of FGN Capital, a family office with offices in Monaco, Moscow and London, advises on their funds, strategy, crypto-trading and crypto fund. He was global co-lead of products and finance education at UBS (authoring their books for several business divisions and programs). He previously served as MD, CEO and senior trader at All Options Helvetia AG with over two decades of trading and capital markets experience. Patrick is Vice President of the Dutch Business Round Table, chair of the CAIA Switzerland chapter, member of the Education Advisory Committee of CFA Institute and chair of its Standards & Advocacy subcommittee. He is active in other foundations too. His main areas of interest include: equity derivatives, alternative investments, high frequency trading, transfer pricing and big data. He joined the Board in 2014.

Daniel Ritz, CFA

E: daniel.ritz@cfasocietyswitzerland.org

Daniel works as an institutional sales and relationship manager. He began his career in 1991 as assistant in the asset management department of UBS in Zurich. In 1993, he became Sales and Relationship Manager for Swiss institutional clients. In 1998, he joined Bank Leu as Head of Asset Management before becoming Head of Institutional Clients in 2003, a position he kept after Clariden Leu was formed. In 2011 he joined Unigestion as a director in the institutional clients department. Daniel is Swiss, married and has three children. He graduated in Economics from the University of St. Gallen and completed an MBA at the University of Rochester NY. He has been a CFA Charterholder since 1996. He has served as a volunteer since 2010 and joined the Board in 2013.

Matthias Teig, CFA

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.

Laura Prina Cerai, CFA

Laura is a senior portfolio manager and equity analyst at Altrafin AG in Zurich. Laura has 15 years investment experience in managing discretionary and advisory mandates for institutional and private clients. Prior to joining Altrafin, she held the position of Senior Investment Advisor at Rothschild in Zurich for 5 years. Laura started her investment career in 2006 as an equity analyst at Financiere de L’Echiquier Asset Management in Paris and Salt Lake City, Utah. She holds a Master’s Degree in International Business from The Rotterdam School of Management (2006) and a Bachelor’s Degree in Economics & Finance from the Bocconi University in Milan (2004).

Dimitri Senik, CFA

Dimitri leads the Investor Trust Services at PwC Switzerland. He provides assurance services to investment managers and investors with respect to investment process, investment governance and associated controls, investment performance and risk management, compliance with the Global Investment Performance Standards (GIPS) and ESG-Investments. In his more than 20 years of professional experience, he has served numerous investment managers and institutional investors in Switzerland and abroad. Dimitri Senik is also a member of the Investment Committee of the Pension Funds of PwC Switzerland. He has been a long-standing volunteer in the standard-setting bodies for the GIPS standards and currently chairs the GIPS Technical Committee of CFA Institute. He is also a member of the GIPS Expert Group of the Swiss Funds & Asset Management Association (SFAMA). Dimitri holds a degree in international economics and is CFA charterholder and Chartered Certified Accountant.