Anthony Cagiati, CFA

President

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.

Sandra Cafazzo, CFA

Vice-President

E: sandra.cafazzo@cfasocietyswitzerland.org

Sandra Cafazzo is Head of Sales Switzerland at Robeco Switzerland. 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.

Matthias Teig, CFA

Treasurer

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.

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.

Ulrike Kaiser-Boeing, CFA

Past 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.

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 Harvard University, INSEAD, and New York University (Stern School of Business). 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.

Eugene Skrynnyk, CIPM

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.

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.

Jakub Kozlowski, CFA

Jakub Kozlowski, CFA is a Project Manager and Vice President at ISP Group. Before joining the company in 2021, he worked at Credit Suisse as Project Manager in regulatory strategy, FX derivatives and structured products technology. Jakub is a Regular Member of the CFA Society Switzerland and a volunteer at the Career Committee.

Karol Brodzinski, CFA

Karol is a senior consultant at Deloitte AG in Zurich. He has over 6 years of work experience in consulting, private equity, sell-side equity research and brokerage services. Prior to joining Deloitte, Karol held an equity analyst position at Erste Securities in Warsaw for 2 years. He started his equity research career at the Warsaw office of Deutsche Bank in 2014. Karol holds a Master of Business Administration degree from the University of St. Gallen, as well as Master and Bachelor’s degrees in accounting and Finance from the Warsaw School of Economics. He is a CFA® charterholder and an active volunteer since 2018. Karol is the Chair of the Careers Committee.